Contacts import

sauerbrunndaa
sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta
in Errors and Troubleshooting (Quicken LifeHub)

Does anyone know the csv column order or structure for importing a csv? I have tried everything and even matched all contact fields. Fails every time. No help articles on this…

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @sauerbrunndaa,

    Thanks for reaching out!

    Before I can further assist you, I need a bit of clarification. Are you attempting to import a CSV file into Quicken LifeHub or Quicken for Windows?

    Let me know!

    -Quicken Jasmine

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  • sauerbrunndaa
    sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta

    Hey Jasmine! Thanks for responding. I am looking to import all my Estate planning contacts into LifeHub. I have all this info on a spreadsheet (ie Name, Address, Email etc) and saw LifeHub lets you import contacts via CSV. I just kept seeing the upload fail when I added the csv file to LifeHub.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/comment/20501460#Comment_20501460

    Thanks for providing more information.

    Are you receiving any specific error codes or messages?

    If so, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.

    Let me know!

    -Quicken Jasmine

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  • sauerbrunndaa
    sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta

    This is all that shows. No specific Error Codes. I cannot be the only one getting this error. I use a csv and have tried many different column structures. Jasmine, if your team knows the right template to use Column A = First Name, Column B = Last etc… can you share that?

    image.png
  • sauerbrunndaa
    sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta

    Has this been reviewed at all?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Unlike phone support and chat support, the Quicken Community is mostly users helping users, with a few moderators, like myself, who can help troubleshoot an issue. It is not real time support, but we do try to respond within a day or sooner, if possible.

    Is the CSV that you're trying to import one that was generated by Google, Outlook, or iCloud? If it is, then you should be able to export the CSV and import it into Quicken LifeHub without making any edits.

    If it is not, then please provide more information where the CSV was generated.

    Thank you!

    Quicken Kristina

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  • sauerbrunndaa
    sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta

    Thanks Kristina! I understand. The csv i created in excel and not from Google Outlook or iCloud.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    That may be the problem. Quicken LifeHub is designed to import CSV files for Contacts generated by Google, Outlook or iCloud. Do you have your contacts stored with any of those services?

    Thank you!

    Quicken Kristina

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