CONTACT DATA IMPORT · Workflow idea
For a file and destination the requester is authorized to use, prepare an import of contact names, email addresses, phone numbers, and company details. Confirm the records were collected for this purpose, inspect field mapping and data quality, identify duplicates, protect the destination’s access settings, and have the directory owner approve the final import.
01 / The starting point
A contact list supplied by an authorized owner and a restricted destination directory
“Prepare a reliable contact import while respecting consent, access, and retention limits.”
02 / The work
Helps teams transfer selected contact details from a structured file into a shared directory.
Check where the contacts came from and whether this import is allowed.
Match each source column to the intended destination field.
Check formats and keep uncertain or malformed entries out of the import.
Avoid repeated records and confirm who can see the directory.
Require the directory owner to confirm the fields, audience, and file.
03 / The result
A validated import preview with mapped fields, duplicate findings, and owner approval status.
Reviews & approvals · Example outcome
A validated import preview with mapped fields, duplicate findings, and owner approval status.
A file may contain records collected for a different purpose or fields the destination does not need. Confirm lawful use and consent where required, minimize personal information, preserve the source, and review access and duplicates before importing.
04 / Make it yours
A few choices shape the work around your team.
Limit imports to sources and directories covered by policy.
Set formats and rules for names, contact details, and organizations.
Keep contact preferences and removal requests in scope.
Name the owner who approves changes to the shared directory.