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 erro

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.