Who This Is For / When to Use
Use this feature if you are importing contacts or opportunities in bulk and need clearer validation, better deduplication control, and detailed success/error reporting after the import.
Enable the Enhanced Import Experience (Beta)
You must enable the Beta feature before using the enhanced import flow.
Go to Settings in your sub-account.
Open Beta.
Enable Enhanced Contact Import.
Once enabled, all new imports use the enhanced flow.
Start a New Import
Go to Contacts.
Click Import in the top action bar.
On the Start step, select what you want to import:
Contacts only, or
Contacts and Opportunities.
Click Next.
Upload File and Configure Import
Upload your CSV file.
Choose how contacts should be handled:
Create contacts
Update contacts
Create and update contacts
Select how Kyrios should find existing contacts (deduplication):
Example: Email, then phone
Deduplication rules are unified with global settings and can be adjusted from Settings.
Click Next to continue.
Map Columns to Fields
The mapping screen ensures each column in your file matches a Kyrios field.
Review required fields under Mapping guide.
For each column:
Select the corresponding Contact field.
Confirm the mapping status shows Mapped.
Optionally prevent overwriting data by enabling Don’t update to an empty value.
Leave unmapped columns unselected or choose Don’t import data in unmapped columns.
Click Next when all required fields are mapped.
Verify and Finalize Import
Before starting the import, review preferences and confirmations.
Optional actions:
Create a Smart List for newly created contacts.
Add contacts to a Workflow.
Add Tags to imported contacts.
Review mapped fields and uploaded document.
Confirm the consent checkbox.
Click Start Bulk Import.
View Import Results and Statistics
After completion, detailed statistics are available from the Bulk Actions page.
Go to Bulk Actions.
Locate your import and click View Details.
You can review:
Total records processed
Successful imports
Errors
Warnings
Bulk Import Stats Breakdown
Success: Records created or updated successfully
Error: Records that failed and were not imported
Warning: Records imported with non-blocking issues
You can download detailed error and warning logs for troubleshooting.
What’s Improved in the Enhanced Import
Faster processing and smoother performance
Categorized import results (Success, Error, Warning)
Clearer error and warning messages
Downloadable error and warning logs
Broader support for date and phone number formats
Unified deduplication rules with global settings
Clear upfront visibility into how data will be imported
Common Issues and Fixes
Import Shows Errors After Completion
Download the error log from Bulk Import Stats.
Fix the listed issues in your CSV file.
Re-run the import with corrected data.
Records Not Updating
Confirm Create and update contacts was selected.
Verify deduplication fields (email/phone) match existing records.
Fields Marked as Pending in Mapping
Pending fields are optional.
Required fields must be mapped before proceeding.