Introduction

If you have a list of clients stored in another product like Salesforce, HubSpot, or even just a spreadsheet, we now have a streamlined workflow that lets you import 100s of clients in less than a minute. You can use the importer to import clients, or you can use it to update clients. Updating is especially helpful if you have custom field data stored in another system and you want Copilot to be your source of truth for all client information.

Feedback

• Are you successfully import clients along with any associated custom fields?
• Do imports happen fast enough?
• Do you run into any issues with uncommon punctuation (;,/@#$#% etc.)?
• What related features can we ship to make import work better?