Import Account 2 (New web)

Path: Callproof Support - New Website - Accounts (New web) - Import Account 2 (New web)

Import Accounts 2

Screen purpose: Upload a newer-format CSV to create or update Accounts in bulk — download the new sample, validate headers before upload, prevent duplicate notes and accounts, then review results and exceptions.

Import Accounts 2 popup

• Download the new-format sample contacts CSV
• Validate file headers before importing
• Upload a CSV (drag & drop or choose file)
• Prevent duplicate notes
• Choose how to prevent duplicate accounts (including CallProof ID)
• Review File Import Results and download exceptions

Menu label: Import Account 2

Popup title: Import Accounts 2

How it opens: Popup / modal (Quick Links → Import Account 2)

Address used by the popup: /contacts/do_new_import/

Header check address: /contacts/file_headers_validator/

How this differs from Import Account

Item	Import Account	Import Account 2 (this page)
Menu	Import Account	Import Account 2
Popup title	Import Accounts	Import Accounts 2
Address	/contacts/do_import/	/contacts/do_new_import/
Sample	Classic headers	New-format headers (/contacts/download_sample_csv/?is_new_format=True)
Header check	Not offered as a separate button	Validate file headers (and Upload also checks headers)
Extra options	Prevent Duplicates only	Prevent Duplicate Notes + CallProof ID match option

Do not mix sample files between the two importers.

How to open Import Accounts 2

Option A — Quick Links on Accounts

1. Sign in to CallProof.
2. Open Accounts (/contacts/).
3. Click Quick Links.
4. Click Import Account 2.
5. The Import Accounts 2 popup opens.

Option B — Quick Links on related screens

1. On screens that include the same Quick Links (Companies, Account Types, Markets, Regions, and others when available):
2. Click Quick Links → Import Account 2.

Option C — Close

1. Click the X (Close) on the popup.

Permissions

• You must be signed in.
• Importing accounts is typically a manager / admin task.

What you see

Area	What it does
Download Sample	Download Sample Contacts File (new format)
File	Drag & drop or choose a CSV
Prevent Duplicate Notes	Checkbox (on by default) — avoids adding the same note again on update
Prevent Duplicates	How CallProof matches existing accounts
Upload	Validates headers, then runs the import
Validate file headers	Checks columns/required fields without finishing a full import run first

Prevent Duplicates options

Option	Notes
First/Last Names	Shown when your company does not use the People tab layout
Email	Match on email
Address	Match on address
Account	Match on account field
CallProof ID	Match on CallProof ID (use when your file includes CallProof_ID)

After upload — File Import Results

Result	Meaning
Companies Created	New companies added
Accounts Created	New accounts added
Accounts Updated	Existing accounts updated
Total Lines	Data rows processed
Exceptions	Problem rows
Download Exceptions	Exception CSV (/contacts/import/exceptions/)

Why Import Accounts 2 matters

Action	Purpose	When to use it
Download new sample	Match the newer column names.	First time using Import Account 2.
Validate file headers	Catch column mistakes before a full import.	Large files or remapped spreadsheets.
CallProof ID	Update the exact existing records.	Re-exports / system-to-system reloads.
Prevent Duplicate Notes	Keep note history clean on updates.	Repeated imports of the same list.

Prepare your CSV (new format)

Download new-format sample

Steps

1. Open Quick Links → Import Account 2.
2. Click Download Sample Contacts File.
3. Open the CSV and keep the header row exactly as CallProof provides it for your company.
4. Replace sample rows with your data.
5. Save as CSV (UTF-8 recommended).
6. Keep the trailing END column as in the sample.

Typical new-format columns

Exact headers depend on your company (People tab, custom fields, optional appointment column). Common new-format names include:

• Account Type · Reps Assigned · Account · Company Name · Title (or Parent Company)
• First Name · Last Name (when People tab is off)
• Address 1 · Address 2 · City · State · ZIP · County · Country · Headquarters
• Office Phones · Cell Phones · Home Phones · Other Phones · Fax
• Company Email · Website · Date Added · Created By · Last Contacted
• Business Type · Employee Count · Annual Sales · Labels
• Custom fields · Notes · END

Optional / special headers your file may also include:

• CallProof_ID (for CallProof ID matching)
• People / contact person columns when enabled for your company

Required data

• Company Name must be filled on data rows (empty Company Name fails validation).

Validate file headers

Validate file headers

Steps

1. Choose your CSV in the File area.
2. Click Validate file headers.
3. If the file is good: toast Your CSV is ready for upload.
4. If headers do not match, CallProof opens Import file validation status.

Validation status popup

• Message: your import CSV headers are mismatching the sample — download and use the sample file.
• Detail compares:
  • Sample file header: (expected)
  • Import file header: (what was found)
• Or a row message such as missing Company Name (required field).
• Click Okay to return to Import Accounts 2 and fix the file.

Good to know

• Upload also runs header validation before importing.
• No file selected → Please select a file before uploading / No file uploaded.

Upload and import

Upload CSV

Steps

1. Open Quick Links → Import Account 2.
2. Download the new sample if needed and prepare your file.
3. Turn Prevent Duplicate Notes on or off (default is on).
4. Choose a Prevent Duplicates option (use CallProof ID when your file has CallProof IDs).
5. Select the CSV.
6. (Recommended) Click Validate file headers first.
7. Click Upload.
8. Wait for processing.
9. The popup reopens with File Import Results.

Possible outcomes

Message / result	What it means
File Import Results counts	Import finished; review created/updated/exceptions
Your CSV is ready for upload	Header-only check passed
Import file validation status	Headers or required fields failed — fix and retry
Form validation failed / Invalid CSV header	File or headers not accepted
Import failed	Upload did not complete — try again or contact support
Large import scheduled for background processing	Very large files may be handled in the background (wait, then check Accounts / results)

Review results and fix exceptions

File Import Results

Steps

1. Read Companies / Accounts Created, Accounts Updated, Total Lines, Exceptions.
2. If Exceptions > 0, click Download Exceptions.
3. Fix the listed rows (headers must still match the new sample).
4. Validate headers again, then Upload.

Typical workflow

1. Quick Links → Import Account 2.
2. Download the new-format sample and map your spreadsheet.
3. Select Prevent Duplicate Notes and Prevent Duplicates.
4. Validate file headers.
5. Upload.
6. Review File Import Results; download and fix exceptions if needed.
7. Confirm accounts on Accounts (/contacts/).

Tips and important notes

• Menu: Import Account 2 · Popup: Import Accounts 2.
• Always use the sample with is_new_format=True — classic Import Account samples will fail header checks here.
• Header order/names must match the sample closely; mismatches show expected vs imported column names in red.
• CallProof ID matching is the safest way to update exact existing records when IDs are in the file.
• Prevent Duplicate Notes helps when re-importing lists that include notes.
• This is a popup opened from Quick Links, not a standalone full page.
• After a successful Upload, results reload in the same Import Accounts 2 popup.

Need help?

• Header mismatch: download the new sample and rename columns to match exactly
• Company Name required: fill Company Name on every data row
• No file selected: choose a CSV before Validate or Upload
• Many exceptions: download the exceptions file, fix rows, validate, re-upload
• Accidentally used classic sample: switch to Import Account, or remake the file from Import Account 2’s sample
• Other issues: email support@callproof.com