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.
|
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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