Analyse and resolve imported rows
Start in: Mapping → Analyse Import → Review & Resolve
- Select Analyse Import and allow the analysis to finish, or use Pause Analysis and later Resume Analysis.
- Inspect rows needing review; use the Person/Organisation name search and Previous / Next to navigate results.
- For an uncertain match, inspect the candidate's exact matched fields. Use See Contact to inspect a candidate without choosing it.
- Choose Merge into an existing contact, Create as a new contact or Ignore this row.
- Resolve field-value problems with a recognised replacement, the correct date format or an ignore action. Check the automatic decisions too.
Result: Rows have explicit actions and resolved field values ready for the confirmation stage.
- Compare the actual matched fields, rather than relying only on the match-strength indicator.
- Resolve invalid values, missing names and uncertain matches, or choose an offered ignore or skip action.
- Strong matches still awaiting confirmation must be resolved. Review automatic decisions as well as rows flagged for attention.
- You can continue only after confirming that remaining review rows will be skipped. Skipped rows do not change contacts and appear in the final issues.
- The review list has 100 rows per page.
Change a decision before importing
Hard Merge can remove existing notes. Undoing a review rule before import does not undo changes that have already been committed.
Soft Merge applies non-empty imported values while retaining fields left blank or unmapped. Hard Merge replaces importable details and clears blank or unmapped fields, including notes. Ignore skips a row.
Reset Action returns a row to review. Review rules can be undone before the import starts, allowing you to inspect and change the plan.
Committed changes have no Undo. Keep a backup before destructive merges, and check the Result values before confirming.
Resolve a repeated import issue in bulk
Start in: Review & Resolve → Resolve issues in bulk
Bulk choices affect the entire issue group. A sample preview does not review every contact. Hard Merge can permanently clear existing fields and notes; back up first.
- Select Resolve issues in bulk and choose the repeated issue group.
- Inspect its affected issue count, matched fields and preview rows.
- Choose the available replacement, ignore or merge action appropriate to that group.
- Read any permanent-data-loss warning before applying a bulk Hard Merge.
- Wait for the operation to finish, then check resolved counts and any dates or rows still requiring individual review.
Result: A shared resolution rule applies to the matching issue group.
- Bulk resolution is optional; individual review remains available after closing the window.
- The modal is locked while a bulk operation runs. A sample preview does not mean every affected contact was individually reviewed.
Commit or resume an import
Start in: Review & Resolve → Continue to Confirm → Confirm Import
- Finish the review and select Continue to Confirm. If you deliberately leave unresolved rows, read and confirm the skip action instead.
- Review Planned changes and any Hard Merge warning in Confirm Import.
- Select Start Import to commit the reviewed plan.
- Use Pause when needed. Return to Import and select Resume Import to continue a paused or interrupted execution from its saved checkpoint.
- At Import Complete, inspect the counts and Skipped or failed rows requiring attention before selecting Start Another Import.
Result: The reviewed changes are committed in recoverable batches; completed rows are not repeated when resuming the same session.
- While analysis or execution runs, other CRM screens are unavailable. Pausing allows browsing, but editing remains disabled until the import finishes or is abandoned.
- Resume the same saved session rather than starting the original CSV as a fresh import.
- Pause is not rollback: rows already committed remain changed.