Issues with importing contacts from CRM
Troubleshoot common CRM contact import problems
What Do I Do If I Can't Import My Contacts?
- Go to Settings > Integrations > Connect to CRM.
- Choose your CRM, then click Test on the next screen. If the test fails, check your CRM's configuration for required fields like a token or username.
- If your CRM doesn't use configuration fields and instead requires you to log in and grant MyRepChat access, click Delete, reconnect your CRM by following its setup steps again, then save your changes and click Test once more. This resets the connection between MyRepChat and your CRM.
What Do I Do If Phone Numbers Are Missing?
- MyRepChat automatically sets your messaging number to a contact's mobile number, if that field is filled in on your CRM.
- If your CRM doesn't have a mobile number field, or it's left blank, MyRepChat imports whatever phone numbers exist in standard fields and selects one to use as the messaging number.
- We recommend reviewing the messaging number for each contact to confirm it matches their actual mobile number.