You spoke and we listened! We've made some improvements to our import wizard which are listed below. There are more coming as well so stayed tuned!
We significantly sped things up so you should see your contacts loaded much more quickly.
The wizard will now skip blank columns and rows on your file and no longer throw an error or stall.
If a user is simply updating records vs. importing new ones, the wizard will allow you to proceed without the extra room on your contact limit.
Ease of Use
Reduced the number of clicks overall by removing unnecessary pages or confusing prompts throughout the wizard.
Excel files (XLSX and XLS) are now accepted formats for import files. CSV files are also still accepted.
Smart-mapping: your columns will now auto-map based on the column headers in your file. The more you import, the smarter the wizard becomes and remembers different variations of your header titles.
Increased the character limit for single-line custom text fields to match what is allowed in a contact record (1000 characters).
Final pages of the import wizard have been updated to decrease confusion, offer more flexibility, and provide a cleaner import experience.
*New Fields Available to Import*
Lead Source - you can now import Lead Sources from your file. This will create new sources that are not currently in your drop down and will map to existing sources.
Sales Rep - you can now import Sales Rep from your file instead of segmenting your list or importing a different file for each rep. This is completed by using the Sales Rep's email address that is tied to their user record in Hatchbuck.
On the last page of the import wizard, you can now download a list of invalid emails Hatchbuck found in your file. This will include email addresses that are already marked as "failed" in your account.
We improved time zone detection for contacts imported. We match time zones based on the following order:U.S. zip code - if there isn't one then,Country Name - if there isn't one then, Foreign zip code - if none of the above exist,We default to the user's timezone