CSV import

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

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.