Feature Improvement

Import: Support for Phone Type

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Import: Support for Phone Type
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Published
February 6, 2025

SmartSuite’s contact import process has been enhanced to include Phone Type mapping, ensuring more structured and accurate data imports. This update allows Solution Managers to import phone numbers with predefined types, reducing manual corrections and improving data integrity.

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Key Highlights:

  • Nested Phone Field Mapping: The Phone field now has an optional Phone Type sub-field displayed during the import mapping process.
  • Always Available During Import: Phone Type mapping is available regardless of Phone field display settings. If later enabled, previously stored values will appear correctly.
  • Predefined Phone Types: The following supported types can be imported: Office (default), Mobile, Home, Fax, Other.
  • Handling Multiple Values in a Single Cell: Users can import multiple phone numbers and types in a single cell, separated by commas.
  • Consistent Display & Storage: Users can choose to display either Phone Only or Phone with Type.
  • No API or Mobile Impact: The update affects only the import process and does not require API or mobile app modifications.

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How It Works:

  • Structure the dataset with comma-separated numbers and types.
  • Start an Import and map the Phone field.
  • Select the optional Phone Type sub-field.
  • Complete the import, and SmartSuite will automatically assign types and organize numbers accordingly.

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This enhancement ensures seamless phone data management, reducing errors and eliminating manual data adjustments for imported contacts.

Released
February 6, 2025
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