Contact Import Overhaul
We're back to kick the month off with a complete rework of our import feature. As with any larger update, we're eager for your feedback! Here's a summary of what our new import is capable of:
File columns are now fully mappable! We will automatically try to match your columns to samdock's fields and remember it for future imports to save you time.
Imported duplicates will match based on key identifiers & update existings contacts.
For persons, the email is the key identifier.
For organizations, its name will be used.
This makes it possible for both persons & organizations to be imported from a single file.
Any errors can be previewed and resolved with live editing before running the import.
We now support xls, xlsx, csv, xml, tsv, & json file types.
Role & department can be imported for persons, but please note that currently the organization name is required for this to function.
Importing contacts from lexoffice can now be done multiple times.
it's now possible to pick the which type of contacts to import from lexoffice.
Other fixes & improvements
Fixed an issue where deals would fall into limbo after deleting a sales stage in some circumstances.
Several smaller fixes & improvements.