new

Lead Generation

#225: New Design Alert: Improved Import Experience!

We’ve rolled out a

brand new design

for the

Contact & Opportunity Import

process to make your experience smoother and faster.

What's New?

Sleek, step-by-step interface
Clear progress bar:
Upload → Mapping → Manage → Result
Option to
Download Sample File
Improved field mapping & result management
Support for files up to
50MB

How the New Import Works:

Step 1: Upload CSV File

Click on
Choose File
and select your CSV file (max size: 50 MB).
Select the import type (e.g., "Create New Opportunities Only").
Click
Next
to proceed.

Step 2: Mapping

Match each column in your file with the corresponding system fields.
Ensure all required fields are mapped properly.
Proceed to the next step once mapping is complete.

Step 3: Manage

Review your data before final import.
The system may highlight any issues or mismatches.

Step 4: Result

View import results:

Success
: Records imported successfully
Warning
: Partial data issues
Error
: Records failed due to errors
Fix and re-import if needed.

Easily import your data with confidence and clarity using the refreshed layout!