Enhanced Contacts Import Experience

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Release Highlights

  • Faster and More Efficient Imports: Experience smoother performance and reduced processing times.
  • Improved User Experience: Enhanced import stats with categorised success, error, and warning counts.
  • Clearer error and warning messages for better troubleshooting.
  • Easy download of detailed error and warning logs.
  • Broader Support: Added compatibility for more date formats and phone number formats.
  • Deduplication settings now unified with universal settings.
  • UX Upgrades: Significant bug fixes and improvements in the experience of importing contacts with upfront details about how the import would happen.

Steps to Use the Enhanced Import Experience:

  • Navigate to settings and turn on the Labs feature for your subaccount > "Enhanced Contact Import"
  • Go to Contacts and click on Import in the top bar.
    ![Screenshot 2024-12-20 at 6](

  • Select "Contacts" and click on Next for importing contacts or select both Contacts and Opportunities to import both.
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  • Select whether you want to Create, Update, or Create and Update records.
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  • Match the fields in your file with the corresponding fields in the system.
    ![image](

  • Finalise your settings and start the import.
    ![image](

  • After the import, check detailed stats under the Bulk Actions page, including success, error, and warning counts.
    ![image](

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