Release Highlights
- Faster and More Efficient Imports: Experience smoother performance and reduced processing times.
- Improved User Experience: Enhanced import stats with categorized 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.
Select “Contacts” and click on Next to import contacts, or select both Contacts and Opportunities to import both.
Select whether you want to Create, Update, or Create and Update records.
Match the fields in your file with the corresponding fields in the system.
Finalize your settings and start the import.
After the import, check detailed stats under the Bulk Actions page, including success, error, and warning counts.
