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Import Leads does not work with dropdown field values, only labels (keys)

Ishani Vardhan

We are on SugarCRM Sell Advanced v12.3.0

I have only recently discovered that when using "Import" function to import new Leads into the system, it throws error at Dropdown fields saying it needs the labels (key) rather than the value that the CSV file has.

If I'm importing 300+ records, its a massive time consuming job to change each of those fields from "Value" to its corresponding "Label".

Has anyone come across this issue and is there a setting that can be changed to allow Import process to use "values" for dropdown fields?

Many thanks in advance

  • 0 Sugar Employee Badge

    Hello , 

    I was double-checking on my end and Sugar will allow you to import records with either the Key value OR the Label value of the dropdown. 
    Can you provide an example of the record you are trying to import and the correspondent Dropdown value so we can check if something else is at play here? 



  • 0 in reply to Andre Serrazina

    Thanks for your response  !  For me, the key doesn't work.

    I had just 1 record for testing import with the key or the bold part from above screenshot in the field. However, the import process throws error like the below for all dropdown fields.

    "Value not in dropDown list. Allowed values are:Submitted,Withdrawn,Pending,Not Completed,New Expression of Interest Administration Status (administration_status_c) administration_status_c"

    This means, I'd have to heavily edit my CSV to change all keys to label values which would be an extremely tedious job when its hundreds of records to import.

    Is there a setting I'm missing?

  • +1 Sugar Employee Badge in reply to Ishani Vardhan

    Hello , 


    Thanks for the extra detail. 
    I've created a similar dropdown on a stock installation and managed to perform the import correctly. 


    I could reproduce the error that you see, but that is because Sugar was trying to import the header of the file. 
    That is prevented by checking the following option: 







    Can you double-check if that is the scenario that you are facing? 
    I created a video of my scenario with a short explanation I hope this helps: 

    https://www.screencast.com/t/pZYzBOPrwLCU


    André 

  • 0 in reply to Andre Serrazina

    Thank you  ! You are a genius! That was it.

    In Step 3, I just ticked the "Has Header" checkbox in Import Properties and performed the import. Worked like a charm. :-)

    I totally missed seeing this property so good spot. Thanks for going through the pain of creating a video and replicating this scenario that was again v helpful. Thanks again! :-)

  • 0 Sugar Employee Badge in reply to Ishani Vardhan

    Great! 
    Happy imports!