CSV import

Now you can import conversations along with customer data or update existing customer data. This is great for leveraging your CRM data!

You have two options:

• Conversation and Customer data: Select this option to import call transcripts along with related call and customer information.

• Customer data only: Use this for importing or updating customer-specific information such as adding new contacts, companies, or custom fields (e.g., MRR, Tier, etc.), or updating existing field values. Remember, importing company data requires a company ID, and contact data needs a contact ID to link information correctly and avoid duplicates.

  
  

When importing a CSV, Specific will automatically attempt to match and merge customer data using IDs or emails. This is awesome because it ensures your data remains clean.