Our new spreadsheet editor and import workflow is available on Commercial Legal Entities.
The POST /api/contacts endpoint now enforces validation to ensure each contact_email.type and contact_phone.type value appears no more than once per Contact record. This prevents duplicate type entries such as multiple "work" or "mobile" entries for a single contact.
Agents can now discard columns with empty data when importing risk data spreadsheets by using the new Discard Column option in place of Unmap. Selecting Discard Column for all columns prevents the warning modal from appearing during save, streamlining the import process. Agents can remap previously discarded columns to different ones if needed, and menu items now display improved, user-friendly labels.
When attempting to import a spreadsheet that contains only headers and no records, an informational notification appears stating: "The selected spreadsheet is empty. Try uploading a different spreadsheet." This provides clear feedback to users instead of a silent failure.