We’re thrilled to announce a significant enhancement in the contacts import experience designed to optimize your workflow and improve data handling. This update brings a host of improvements, ensuring that importing contacts into your account is streamlined, intuitive, and more effective.
- Faster and More Efficient Imports: Experience smoother performance with reduced processing times, allowing you to manage large data sets more effortlessly.
- Improved User Experience: Enhanced import statistics now provide categorized success, error, and warning counts, offering clarity at a glance.
- Clearer Error and Warning Messages: Benefit from improved troubleshooting with detailed messages that help you quickly identify and resolve issues.
- Detailed Error and Warning Logs: Easy download options available for in-depth analysis and documentation.
- Broader Format Support: Expanded compatibility includes additional date and phone number formats, ensuring your data imports are seamless.
- Unified Deduplication Settings: Deduplication settings are now aligned with universal settings, simplifying your data management processes.
- UX Upgrades: Significant improvements come with upgrades to the user experience, complete with upfront details on the import process along with substantial bug fixes.
Steps to Leverage the Enhanced Import Experience
- Activate the Labs Feature:
- Navigate to settings and enable the Labs feature for your account by selecting “Enhanced Contact Import.”
- Initiate the Import Process:
- Go to the Contacts section and click on ‘Import’ in the top bar.
- Choose Import Type:
- Select “Contacts” and proceed by clicking ‘Next’ to import contacts alone, or choose both Contacts and Opportunities to import both sets of data.
image
- Define Record Actions:
- Decide whether to Create, Update, or Create and Update records during the import.
- Field Mapping:
- Match fields in your file with the corresponding fields in our system for accuracy.
- Finalize and Execute:
- Review your settings, initiate the import, and let the enhanced process take care of the rest.
- Review and Analyze:
- Post import, access detailed statistics under the Bulk Actions page, where success, error, and warning counts are clearly displayed.
The enhancements to the contact import process bring you a more organized and hassle-free experience, tailored to meet your data management demands with precision and ease.
Want to learn more about the latest features and updates? Check out our recent product announcements.
In Case You Missed It: Boost Your Contact Center with Increased Voice AI Call Limits.
