Importing improvements

We’ve been adding further polish to our new importer, so you can track your imports in even more detail.

You can now import People from a CSV file with separate first name and last name columns.

For files with a select option column, we now highlight any matching errors in the review page, and enable you to add any missing select options in a single click.

We also now display the number of records being Created or Updated in the preview page, giving you further clarity on how each import will affect your CRM.

Once your import has finished running, you can also filter records by Status to track the outcome of your import.