Import Contacts and Opportunities using a single CSV file

The “Import Contacts and Opportunities” feature allows users to efficiently import both contacts and opportunities from a single CSV file. This new enhancement introduces a seamless process for bulk creation and updating of records, enabling users to streamline data entry and reduce time spent on manual input. The feature includes smart field mapping, contact de-duplication, and progress monitoring for a smooth and error-free experience.

Key Features:

• Simultaneous Import of Contacts and Opportunities: Users can now import both objects in one go, saving time and ensuring data consistency across the system.
• Automatic Contact De-duplication: De-duplication settings are automatically applied for contacts from global settings, preventing duplicate contact entries without manual intervention.
• Additional Email and Phone Support for Contacts: Ability to import contacts with additional email addresses and phone numbers in one record.
• Real-Time Import Monitoring and Error Logs: Users can track import status, view success rates, and download detailed error logs for troubleshooting.
• Revamped and Upgraded UX: A cleaner and easier to use full screen UX for a smoother and error free import

How to Use?:

Step 1: Navigate to the Opportunities section, click on the options menu (three dots), and select “Import.”

Step 2: Choose both Contacts and Opportunities as the objects to import and proceed by uploading a CSV file.

Step 3: Upload the corresponding CSV file and select whether you want to create new records, update existing ones, or do both.

Step 4: Map the CSV fields to the appropriate object fields (Contacts or Opportunities), ensuring accurate data entry.

Step 5: Review the mappings and confirm the import process. You can also add tags, workflows, or create smart lists during this step.

Step 6: Monitor the import status under the Bulk Actions Pages, where you can check progress, download error logs, and troubleshoot as necessary.