Data Import
Review previous imports or start a new import.
This setting is accessible by Owners and Managers only!

Getting Here

This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Data Import.
You can initiate a new Contact import or view your Contact import history in this page.

Contact Import

Click on the IMPORT CONTACTS button to initiate a new import. You can add new Contacts, update existing Contacts or do both in an import.

Contact Import History

You can view the details of your previous Contact imports in the Contact Import History table.
Table Headers
Description
Data Imported
Date of import
File Name
CSV file name
Uploaded By
User who performed the import job
New Contact
Number of new Contacts added
Updated Contact
Number of existing Contacts updated
Error Count
Number of Contacts with errors that did not get imported
Tag Added
Tags added to the successfully imported Contacts
Status
The status of the contact import job.
  • Completed: Import job is completed
  • Processing: Import job is in progress
  • Expired: Import job was initiated over 7 days ago
  • Failed: Server error
A results file can be downloaded within 7 days of a completed import job. After 7 days, the results file will no longer be available and the Import Status will change to Expired.
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Outline
Getting Here
Contact Import
Contact Import History