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Importing Opportunities: Troubleshooting Common Errors

This guide explains how to identify and fix common errors that occur when importing opportunities into Kyrios, ensuring files map correctly and data imports successfully.

Updated over 3 months ago

Who this is for / When to use

This article is for users importing opportunities via CSV or spreadsheet files who encounter validation errors, mapping issues, or failed imports during the import process.


How opportunity imports work in Kyrios

Opportunity imports use a step-by-step wizard that uploads a file, maps columns to required fields, and verifies data before creation. Errors occur when required fields, formats, or values do not meet system requirements.


How to fix the “Invalid option selected for multi-select or dropdown field” error

This error occurs when a value in the import file does not match an existing dropdown or multi-select option.

How to fix

  • Ensure values exactly match existing system options

  • Add missing options before re-importing

Steps

  1. Open the import file.

  2. Locate the affected dropdown or multi-select column.

  3. Compare values against existing field options in Kyrios.

  4. Update the file or add the missing options.

  5. Save the file and re-import.


How to fix the “Invalid Contact ID” error

This error appears when the Contact ID in the file does not exist in Kyrios.

How to fix

  • Use only valid Contact IDs for updates

  • Remove Contact ID when creating new records

Steps

  1. Open the import file.

  2. Verify the Contact ID exists in Kyrios.

  3. Remove the Contact ID column if creating new opportunities.

  4. Save and re-import the file.


How to fix the “Could not parse date” error

This error occurs when date values are in an unsupported format.

How to fix

  • Convert dates to an accepted format

  • Use one format consistently

Accepted date formats

  • MM/DD/YYYY

  • YYYY/MM/DD

  • MM-DD-YYYY

  • YYYY-MM-DD

Steps

  1. Open the import file.

  2. Locate all date columns.

  3. Convert dates to one accepted format.

  4. Save and re-upload the file.


How to fix the “Duplicate unique property value” error

This error occurs when a field marked as unique contains duplicate values.

How to fix

  • Identify duplicate values

  • Correct or remove duplicates

Steps

  1. Identify unique fields such as email or ID.

  2. Scan the file for duplicate values.

  3. Update or remove duplicates.

  4. Save and re-import the file.


How to fix the “File not found” error

This error occurs when the file is missing, corrupted, or in an unsupported format.

How to fix

  • Confirm file type and format

  • Re-upload the file

Steps

  1. Ensure the file is a supported format (CSV or XLSX).

  2. Confirm the file uploaded successfully.

  3. Re-upload the file if needed.


How to fix the “Required fields missing” error

This error occurs when mandatory opportunity fields are not mapped or populated.

Required opportunity fields

  • Contact ID

  • Opportunity Name

  • Pipeline ID

How to fix

  • Map all required fields

  • Populate missing data

Steps

  1. Review the mapping step.

  2. Confirm required fields are mapped.

  3. Add missing data to the file if needed.

  4. Save and restart the import.


Common issues and quick fixes

  • Mapping error: Re-map columns to required fields

  • Date errors: Standardize date formats

  • Missing contacts: Remove invalid Contact IDs

  • Duplicate data: Clean unique fields before import

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