Import Templates, Email Conversations, New PandaDoc Tokens on Opportunity and more

Users who are regularly importing data can now save their import settings as a Template that can be reused each time when importing data from the same source. You can save the CSV File Settings — encoding, date format, that the file contains a header row etc. — as well as Import Settings — preferences including which field to use to group or de-duplicate the incoming data as well as whether to auto-create related records.

Finally, you can then save the field mappings and select your saved template next time you’re importing.

When importing — or updating existing — Opportunities, it’s now possible to import Product Line Items. You can import Product Name (this must match an existing Product), Quantity and the Unit Price that the product was sold for.

Your import CSV file will need to be prepared following the template format exactly with each Product Line Item on a separate row. You can select the field that identifies the Opportunity that the Products should be added to in the Import Settings option under the “Grouped by” field. For example, if your file contains a row per Product and each row has an identical Opportunity name, you would group by Opportunity name to avoid creating duplicate opportunities and to ensure all products are added to the same opportunity.

Previously, when importing Leads, if your list contained company and contact information in any more detail than name, phone number and email address, you needed to separately import Accounts and then Contacts and finally your Leads. Now, instead of 3 separate imports, you can do it all in a single import from the Leads (also from the Opportunity, Contacts or Accounts menu).

Use the More Fields option on the Field Mappings screen to map website, address, more phone numbers, contact job title etc. You can map fields more than once — so you just need a single column for Owner, for example, and can map it to an Account and a Contact and a Lead or you could map the same address fields to both an Account and a Contact.

From this 3.7 release forward, emails captured by the email integration(s) will be combined into conversations to allow users to keep a better track of their email threads. This will also allow Reply Status to be tracked and you’ll see the number of replies in the bottom right-hand corner of the Feed item.

You’ll be able to reply or forward from within the conversation and the thread will be kept in the reply.

We’ve enhanced the Tokens available when using our PandaDoc integration to allow even more personalisation of PandaDoc templates when you’re working in the context of Opportunities. You can now add details of both the Primary Account and Primary Contact to your PandaDoc template along with Opportunity and Product information.