February 9th, 2026

[Improved] Smart Import with Relationship Matching

Automatic Relationship Detection

  • AI-powered detection of relationships during import

  • Automatically match imported contacts to existing records

  • Match by email, name, or custom fields

  • Intelligent linking prevents duplicate creation

  • Smart resolution of references between entities

Multi-File Import Support

  • Import multiple CSV or Excel files in one operation

  • Batch processing for all files together

  • Consistent relationship matching across all files

  • Better organization of large data imports

  • Handle complex data structures easily

Relationship Configuration

  • New Relationships tab in import wizard

  • Configure relationship rules before importing

  • Review matched relationships before saving

  • Multiple match strategies for flexibility

  • Edit relationship mappings as needed

Smarter Data Import

  • Better data integrity after imports

  • Automatic resolution of references

  • Prevent duplicate relationships

  • Consistent data linking across imports

  • Validation before saving

Better Import Control

  • Preview relationships before completing import

  • Save import preferences for future use

  • Better error messages for import issues

  • More transparency in how data connects

  • Complete control over import process

Performance & Reliability

  • Efficient relationship matching algorithms

  • Better handling of large datasets

  • Optimized batch processing

  • Reduced import errors

  • Faster import completion