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CONTACT IMPORT REVIEW · Workflow idea

Bring a contact list into your customer records with a careful check.

When someone places a contact file in the team’s chosen folder, prepare a preview of its organizations and people. Compare available email addresses with existing records, flag likely duplicates and incomplete rows, and wait for an authorized owner to approve the exact additions.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Contact file selected for import
Produces
A review-ready list of proposed organization and person records, with possible matches and incomplete rows clearly identified.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A person-uploaded contact list in a folder chosen by the team

“Read the selected contacts, compare them with existing records, and prepare a deduplicated import preview for human approval.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Helps a team prepare contacts from a file for its customer database without re-entering every row or blindly creating duplicates.

  1. Select the intended contact file

    Confirm the file, its source, and the rows the owner intends to include.

  2. Check required contact and organization details

    Review names, email addresses, and organization information, flagging incomplete or inconsistent rows.

  3. Compare contacts with existing records

    Use available email details to surface possible matches and keep uncertain cases out of automatic decisions.

  4. Prepare the proposed additions

    Show which organizations and people appear new, along with the fields that would be added.

  5. Verify data rights and contact preferences

    Confirm that the information may be stored and preserve any opt-out or other contact preference.

  6. Approve the exact import

    Require an authorized owner to review and approve the proposed records before creating or changing customer data.

03 / The result

Something useful.
Something to build on.

A review-ready list of proposed organization and person records, with possible matches and incomplete rows clearly identified.

AmbactiWorkflow folio · 6 steps

Review contact-file imports

Reviews & approvals · Example outcome

The handoff

A review-ready list of proposed organization and person records, with possible matches and incomplete rows clearly identified.

Keep in mind

A file may contain stale, inaccurate, or personal information. Confirm that your team is authorized to use these details, honor contact preferences, and verify each proposed match. Require an authorized person to approve the exact records before import; adding a record is not permission to send outreach.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose the import folder and file format

Select the team folder and document the expected columns and how the file owner identifies a ready-to-review import.

Define duplicate and incomplete-row handling

Agree how likely matches, missing email addresses, and conflicting organization names are held for a person.

Set privacy and import approval rules

Name who confirms data-use permission, contact preferences, and approval for the final set of records.

Test representative contact lists

Check new, existing, duplicate, and incomplete rows and confirm that no record changes before approval.

Put your next idea to work.

Start with your brief. Make the process your own.

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