News & Updates
Innovating every single day to help you attract, engage, and serve your members
Bulk Import Custom Objects
March 17, 2026
We’ve always had the ability to import just about anything that you’d like into Contact Records, but now that ability extends to Companies and Custom Objects. You’ll now have access to duplicate detection, field mapping, verification, and detailed import tracking - all with a guided 4-step flow.
Note that your import does need to be in CSV format, just like you have to do for Contact imports.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
