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 for importing 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.