Streamline Data Management with CSV Import for Contacts and Opportunities

Streamline Your Data Management: Import Contacts and Opportunities with Ease

Discover the latest enhancement in data management: the ability to import both Contacts and Opportunities simultaneously using a CSV file. This new feature empowers users to create, update, and manage contacts and opportunities in bulk, significantly reducing manual effort and enhancing productivity.

Key Enhancements

• Dual Object Import: Simplify your workflow by importing Contacts and Opportunities in a single CSV file. This eliminates the hassle of separate uploads and enhances efficiency.

• Auto-Mapping: Enjoy seamless data alignment as contacts and opportunities from the same CSV row are automatically mapped to one another.

• Support for Multiple Contact Information: Effortlessly import multiple email addresses and phone numbers for a single contact within the same process. This ensures comprehensive data capture.

• Unified Import Monitoring: Keep track of your data input activities with our unified monitoring feature. View and manage the import status of both Contacts and Opportunities through the Bulk Actions page.

• Single Deduplication Logic: Utilize a consistent deduplication setting based on email and phone criteria for Contacts, minimizing risks of incorrect overrides.

How to Utilize the New Import Feature

To take advantage of this streamlined import functionality, follow these simple steps:

1. Access the Import Option:

   • Navigate to the Opportunities section, click on the three dots, and select the Import option.
     

2. Choose Objects for Import:

   • Select both Contacts and Opportunities as the objects to be imported.
     

3. Upload Your CSV File:

• Upload the CSV file that contains your contact and opportunity data.
  

4. Map Fields Appropriately:

   • Ensure proper field mapping to the respective objects (Contacts or Opportunities).
     

5. Review and Initiate Import:

   • Review the field mapping and begin the import process.
     

6. Monitor Import Status:

• Monitor the progress of the import in the Contacts and Opportunities Bulk Actions Pages.
  
  

What's Coming Next?

• Expanded CSV Import Functionality: Stay tuned for expanded capabilities, allowing you to import more objects and fields, granting greater flexibility for your data needs.

• Automated Data Validation: Anticipate the upcoming pre-import validation feature, designed to detect and address errors before the import process commences.

By prioritizing enhanced data management tools, we aim to help you work more effectively. For further details on our product offerings, visit our Product Updates section.

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