How-To Efficiently Import Contacts and Opportunities Using a Single CSV in Tekmatix

When managing large volumes of contact and opportunity data, manual input can quickly become time-consuming and error-prone. With Tekmatix's new import feature, you can streamline this process by importing contacts and opportunities simultaneously from a single CSV file. This guide will walk you through the steps, plus provide a scenario to illustrate practical usage.

Why This Matters

Bulk importing both contacts and opportunities in one go not only saves time but also ensures data accuracy and consistency across your platform. With smart features like automatic contact de-duplication, additional email and phone field support, and real-time import monitoring, you’ll find this process easier, faster, and more reliable.

Key Benefits

• Single Import Process-  Import both contacts and opportunities in one step, eliminating the need for multiple imports and improving data integrity.

• Automatic Deduplication -  The system automatically checks for duplicates based on global settings, reducing redundancies in contact data.

• Additional Contact Information-  Supports multiple email addresses and phone numbers within one record.

• Error Monitoring and Troubleshooting-  Real-time import status updates, error logs, and a revamped UX allow for an efficient and user-friendly import experience.

Sample Scenario

Imagine you’re managing a client database for a new campaign launch. You have lists of potential leads (contacts) with details on specific products they’re interested in (opportunities). With the new CSV import feature, you can import this data in one upload, saving time and aligning all your information.

Step-by-Step Guide

1. Go to Customer Journey. Click on Menu (three dots) and select Import.

2. Choose Contacts and Opportunities as the import objects. Upload the prepared CSV file.

3. Set Import Preferences. Select whether you’d like to create new records, update existing ones, or do both in a single go.

4. Map CSV Fields to System Fields. Match the columns in your CSV file with the relevant Tekmatix fields for Contacts and Opportunities. This ensures accurate data placement during import.

   

5. Customize Import Settings, During mapping, you can add tags, assign workflows, or create smart lists to categorize the imported data right away.

6. Monitor Import Progress and Review Logs. Head to the Bulk Actions Pages to track progress. Here, you can monitor success rates, download error logs, and troubleshoot any import issues.

Real-World Impact

With this powerful import tool, you can centralize and clean up client and opportunity data in Tekmatix quickly. Imagine launching campaigns, sending follow-ups, or aligning your sales team with well-organized data—all accomplished with a single, smooth import.