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New CSV/Excel Import Wizard

Posted by Jake in Features, Tactile CRM on 27 Jul 2009 | 5 Comments

We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system.

The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been missed. Check out the screenshot of the new system below:

Tactile CRM CSV Import Wizard

We’d love to hear your feedback and any ideas we can incorporate to make it better (including other column headings your like our auto-match to pick up).

5 Comments

  1. Looks like a big step up guys - nicely done!

    oli / 27 Jul 2009 / 1:40 pm

  2. Hi This is certainly an improvement of the old system. One question however that remains with me is how do I import numerous people from one organisation? Does tactile stack up multiple people when there are say five entries which have the same organisation information but different people with different contact details?

    Nigel Hunter / 27 Jul 2009 / 4:14 pm

  3. Hi Nigel, Yes, the import will attach multiple people to the same company/organisation (assuming they have the same name). Jake

    Jake / 27 Jul 2009 / 4:23 pm

  4. Nice improvement. Can it attach opportunities and tasks to a account once created?

    David / 31 Jul 2009 / 3:09 am

  5. At the moment that import doesn't. We're looking at adding that shortly. Jake

    Jake / 31 Jul 2009 / 5:27 am