Easily manage your studio's contacts using Enrollio's improved import process. These updates are designed for speed, accuracy, and enhanced usability, ensuring a seamless experience for all users.
Key Enhancements
Faster Imports: Experience reduced processing times for smoother operations.
Detailed Insights: Import stats now show categorized counts for successes, errors, and warnings.
Clear Error Logs: Easily download and review error and warning logs for troubleshooting.
Expanded Format Support: Broader compatibility with various date and phone number formats.
Unified Deduplication Settings: Ensure duplicates are handled consistently across your account.
User-Friendly Experience: Enjoy detailed previews and a streamlined interface for better navigation.
How to Use the Enhanced Import Feature
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Start Your Import:
Navigate to Contacts and click Import in the top bar.
Choose "Contacts" or "Contacts and Opportunities" if applicable.
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Select Import Action:
Create: Add new contacts only.
Update: Modify existing records.
Create and Update: Add and update contacts simultaneously.
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Map Fields:
Match fields from your file to Enrollio's system fields for precise data alignment.
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Finalize and Import:
Review your configurations and initiate the import.
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Review Your Results:
Access the Bulk Actions page to view stats on successes, errors, and warnings.
Download detailed logs for insights and troubleshooting.
Why It Matters
Enrollio's enhanced import process saves time, minimizes errors, and ensures your data is always accurate and organized, helping your studio operate more efficiently.
Need help? Contact our support team anytime!