Enhanced Contacts Import Experience

The recent updates enhance import performance, improve user experience with detailed stats and messages, broaden format compatibility, and unify deduplication settings, while also offering significant UX upgrades and bug fixes.

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 account > "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.

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