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Import Enhancements

Learn what's new with imports in our March 2021 Release!

Ian Remington avatar
Written by Ian Remington
Updated this week

In our first phase of spreadsheet import enhancements we’ve added the ability to import and map directly to notes. Should you be looking to import a list of contacts with notes on Contact, Company, or Opportunity records, you may now directly map that to a note field which will appear in the contact activity feed.

Additionally, you may now choose a split value in cases where you may be importing multiple items in a single row. Say for instance you’re importing tags. You might be importing to a SKILLS category and, in a single row, a contact may have: Sales, Customer Service, and Customer Support. Customers may import all three as unique tags by using a split value of your choosing. Simply input a comma, semi colon and other values in between your different items to easily separate them when imported.

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