Import Troubleshooting: Fixing Lists That Won't Import or Don't Show Up

Contacts & Imports
October 09, 2026•4 min read

Problem

Your import is not working. The Next button stays greyed out. The import shows "Delete" in Bulk Actions. The contacts came in, but there are no opportunities, so nothing shows in your pipeline and the AI is not texting. Or you are moving closed deals or a whole database from another CRM.

Who it's for

Anyone uploading a CSV of sellers, buyers, agents, or past deals into REI Pulse CRM. This includes customers moving over from another CRM.

Steps

Part 1: Prepare the file

  1. Put everything into one CSV. If you have many files, combine them first, or send them to us and we will combine them.

  2. Clean the file with the universal AI prompt in "How to Import a SELLERS List into your pipeline or the AI Prospector." Paste it into ChatGPT, Claude, or another AI chat, then upload your file.

  3. Make sure each seller row has a first name, last name, phone, and property address. Keep the Source column so you can filter by lead source later.

  4. Check the Pipeline Name and Pipeline Stage columns. They must match your CRM exactly, including emojis, capital letters, and spacing. For example: 3🟡 LEAD GEN and ⭕️ APS | AI Seller Prospector.

Part 2: Run the import

  1. From the dashboard, open Opportunities, pick the pipeline you are importing into, and start the import.

  2. Choose Create opportunities and Create and update contacts.

  3. Map each column. Every field should show green before you continue.

  4. Map the Source column to Contact Source.

  5. Add an opportunity name if asked, then start the bulk import.

  6. Do not add the leads to a workflow during the import. The pipeline stage handles that.

  7. Wait. Large imports are queued and can take a couple of hours to finish.

Part 3: Fix the most common problems

  1. The Next button is greyed out. Email the CSV to [email protected] and tell us the pipeline and stage you want. We will import it for you.

  2. The import shows "Delete" in Bulk Actions. Do not click it unless you want to remove every contact from that import. If you are not sure the import worked, text support with the import date and we will check it.

  3. Contacts came in, but there are no opportunities. The file was imported as contacts only, or it was imported from the Contacts screen. Import it again from Opportunities with Create opportunities turned on, or send it to us.

  4. The contacts are there, but you can't see them. Clear any filters on the left side of the Contacts or Opportunities screen. Then check the right pipeline.

  5. The same people show up twice. Run the file through the AI prompt to remove duplicates before importing. To remove a bad import, follow "How to Delete Contacts in Bulk on your CRM."

  6. Contacts were marked DND right after import. Stop and text support before importing again.

Part 4: Special imports

  1. Cash buyers: import them as contacts only, with no pipeline or opportunity. Tag them by state and county, all lowercase, as shown in "How to Import a CASH BUYER List into REI Pulse."

  2. Agents: import into 5🔴 AGENT OUTREACH, stage 🟡 New Agent Lead. See "How to add an agent list to your Agent Outreach prospecting sequence."

  3. Closed deals: import into the 2🟢 DISPOSITIONS pipeline, stage 🟢 CLOSED. Add a column with the heading Status, and put Closed in every row. We are happy to do this one for you. Email the file to [email protected].

  4. Moving from another CRM (GoHighLevel, REsimpli, PropStream, Podio, or a spreadsheet): setup and migration are done for you. Export your data as CSV files and email them to [email protected]. Tell us which pipeline and stage each list should go into. We will clean and import it.

Common mistakes

  1. Importing contacts only. Without opportunities, leads don't show in a pipeline and never reach the AI.

  2. Typing pipeline or stage names by hand. Copy them exactly, emojis included.

  3. Uploading several lists one after another with the same people. This creates duplicates.

  4. Adding leads to a workflow during the import and then again by hand.

  5. Clicking "Delete" in Bulk Actions because it looks like an error. Leave it alone, and text support if you are not sure the import worked.

  6. Importing the same file again right away when it seems slow. Large imports can take a couple of hours.

When to contact support

  1. An import fails twice, or the Next button stays greyed out.

  2. Contacts are marked DND right after import.

  3. You are moving from another CRM.

  4. You have closed deals or many files to bring in.

Email the CSV to [email protected] and tell us the pipeline and stage you want. We can import it for you. For a quick question, text the CRM Support Line at 623.323.7862.

Priority: HIGH if the import is blocking your setup or launch. NORMAL after you are live, including migrations you are not waiting on.

Support hours are Monday to Friday, 9am to 5pm MST. Live support calls are every Monday and Thursday at 2pm MST.

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