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Helpdesk Agent dev Tesoro CRM

Troubleshooting: Quickly Find a Solution

Go directly to the most common problems. Find the symptom that matches your situation, each solution is in 1-3 sentences.

TopicCommon symptoms
ImportingCSV fails, rows are skipped, field mapping is incorrect
PropertiesXML feed not syncing, properties disappear, photos invisible
CommunicationEmails not sent, WhatsApp not arriving
Client PortalClient cannot log in, client sees no properties
Deals & pipelineStage move blocked, deals invisible in board
GeneralSlow interface, missing features, data after migration

The file is not a valid CSV, is missing a header row, or is not UTF-8.

Solution:

  1. The file must end with .csv
  2. The first row must contain column headers (first_name, email, …)
  3. Save it as UTF-8 CSV (in Excel: Save As → CSV UTF-8 (comma delimited))
  4. Or: download the sample file from Tesoro and use it as a template

Required fields are empty, invalid email format, or unknown value for type/status.

Solution: check the import log, each skipped row shows a specific error. Most common:

Error messageWhat it means
”First Name cannot be blank”First name missing
”Email is not a valid email address”Typo in email address
”Owner email not found”owner_email refers to a team member that does not exist

The field mapping is incorrect after upload

Section titled “The field mapping is incorrect after upload”

Your column headers do not match Tesoro field names.

Solution: manually adjust the mapping in step 2 of the import process. Or use exactly the column names from the sample file for automatic mapping.

Multiple values in one field are not recognized

Section titled “Multiple values in one field are not recognized”

Fields like property_details.type only accept multiple values with commas as delimiter.

Solution:

  • apartment, villa, townhouse
  • apartment; villa; townhouse

Spaces are automatically removed, but parentheses and dashes cause issues.

Solution: use international E.164 format without special characters:

  • +31612345678
  • +31 (6) 1234-5678

Feed URL unreachable, not valid Kyero format, or import is not active.

Solution:

  1. Open the feed URL in your browser to check availability
  2. Verify that the XML is valid Kyero format
  3. Go to Settings → XML Import and set the import to active
  4. Click Trigger Manually to start manually and view any error messages

Tesoro can automatically mark properties that are no longer in the feed as deleted. This depends on the Remove Property Status setting in the XML import.

Solution: check that setting on the import page. You can see there which properties are marked for deletion before the actual deletion takes place.

Image URLs in the feed are not reachable, too large, or unsupported format.

Solution: test the URLs directly in your browser. If the URLs are correct but photos do not load, contact the Tesoro team.


Email integration incorrectly configured, invalid recipient address, or error in template.

Solution:

  1. Check Settings → Personal Settings → Email (your integration)
  2. Verify the recipient’s email address
  3. Send a test email to validate the configuration
  4. Check your template for missing variables or typos

Phone number not in international format.

Solution: WhatsApp requires E.164 with country code. Update your contact’s phone number to +31612345678 format.


No invitation received, password incorrect or expired, or portal access not activated.

Solution:

  1. Open the client’s contact page, has an invitation been sent?
  2. Send a new invitation or a password reset
  3. Check if the client portal is activated in your subscription

No properties shared with this client, or the shared properties do not have the status Active.

Solution: open the contact page, check which properties are shared. Ensure those properties have the status Active (shared Drafts are invisible in the portal).


Some pipeline stages have restrictions, not every stage can be the starting stage for a new deal, and some transitions depend on the deal type.

Solution: check which stages are available for your deal type (Buy, Sell, Rent, Rent Out) on the Pipeline Stages page.

You are looking at the wrong pipeline. The Buyer / Owner toggle at the top of the Deals page determines which type of deals is visible.

Solution: toggle the Buyer/Owner switch between the two pipelines.


Slow connection, too many records loaded at once, or full browser cache.

Solution:

  1. Test your internet connection
  2. Use filters to reduce the overview
  3. Clear the browser cache and reload
  4. Try a different browser (Chrome or Firefox)

I don’t see all features from the documentation

Section titled “I don’t see all features from the documentation”

Features can depend on your subscription or your user role.

Solution:

  • Check Settings → Subscription
  • Ask an administrator if you have the right permissions
  • An Employee sees less than an Admin

Deleted records are often imported with is_deleted: true and are hidden by default. Or: active filters hide records.

Solution:

  1. Turn the Deleted records toggle on (or similar in that view) to also see deleted records
  2. Clear all filters for a full overview
  3. Consult the Migration Verification Report that was provided with the migration

Didn’t find the answer? Then contact the Tesoro team via the support option in the application.