New

New

Better importing

Aug 22, 2023
Aug 22, 2023
Aug 22, 2023

Overview

We've rolled out a simpler way to import CSV files into Relate. The new import tool features a powerful drop-in importer, auto-matching columns, and a seamless validation flow.

Automatically match columns

Input CSV file and destination columns are automatically mapped using smart fuzzy text matching.

Fix validation issues seamlessly

Format validation happens before data is imported into your app. Once you import the file and match columns, and hit next, you should be able to confirm that all importing fields are correctly mapped to the destination fields.

If any fields need fixing, you can edit them as if you're editing a spreadsheet directly from the import page. No need to go back to your local Excel file.

How to import

See our product guide on importing.

Fixes & Improvements

See our main changelog for this release.


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The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator

The Collaborative Sales CRM

© 2024 Pixelic, Inc. dba Relate.

Backed by Y Combinator