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Improve CSV import #1667

@FelixMalfait

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@FelixMalfait

Using this as a temporary issue to log everything I think we should improve for the CSV import:

  • When starting the process it should ask you what's the base entity (preselected from the context/where you've launched the action), but it should also allow you to import related entities created from the same origin spreadsheet. In that case we should be smart and automatically perform deduplication for the imported related entities (e.g. deduplicate companies when importing custom + company, or deduplicate company and customer when importing opportunities as the base)
  • Impossible to import a phone correctly (I can importes PHONE or PHONE Country code)
  • For email I have email (Emails) -> not idea if it will work. I think there'
  • Can I import a full name and have it split automatically on the first space
  • The examples given in the "example data" sublabels seem to be pulled from the first row, which is not helpful if the first row is mostly empty. Ideally it should look at the first ~20 rows and pull the first non empty cell
  • Seeing this error while importing, no feedback at all on if it works?
Image Image

This is really barely usable in its current state, we need to prioritize work on this asap

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