The Import Contacts and Opportunities feature lets you bring in contacts and opportunities together through a single CSV file. It simplifies bulk creation and updating of records, cuts down on manual data entry, and keeps your data consistent. Smart field mapping, automated contact de-duplication, and real-time progress monitoring make the whole process straightforward.

Key Features

  • Simultaneous Import of Contacts and Opportunities: Import contacts and opportunities at the same time to save time and maintain data consistency.
  • Automatic Contact De-duplication: Prevents duplicate contact entries with automated de-duplication settings derived from global preferences, eliminating manual intervention.
  • Expanded Email and Phone Fields: Supports importing contacts with multiple email addresses and phone numbers in a single record.
  • Real-Time Import Monitoring and Error Logs: Provides import status tracking, success rate monitoring, and detailed error logs for effective troubleshooting.

How to Use the Import Feature

In the Opportunities section, open the options menu (three dots) and select "Import."

Select Objects and Upload

Choose Contacts and Opportunities as import objects, then proceed to upload the CSV file.

Choose Record Actions

Decide whether you'd like to create new records, update existing ones, or do both. You can also review your Deduplication preferences to verify the selected settings. These preferences can be adjusted within the Business Profile section of your account.

Map CSV Fields

Map fields in your CSV to the relevant fields in the system (for Contacts or Opportunities) to ensure accuracy.

Confirm Import and Customise

Enhance your organisation by applying relevant tags to categorise contacts, add contacts to workflows to automate follow-up actions, or assign contacts to specific smart lists for targeted segmentation.

Review your mappings to make sure each data field is accurately matched, confirm the import, and click Start to add the bulk action to the queue.

Monitor Import Progress

Track the import process under the Bulk Actions tab in Opportunities. Here, you can view progress, download error logs, and resolve any issues.

Managing and updating your contact and opportunity data is simple and efficient. Use these import capabilities to keep your data accurate and consistent across the system.