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Importing new information on existing contacts on Copper in bulk

  • 20 October 2022
  • 2 replies
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I'm trying to update information in bulk on people we already have on Copper, by uploading an excel sheet. But from what I see, if we input an existing contact again, Copper will not synchronize it to avoid duplicates. 

Now my question is: is it possible to upload information from existing contacts onto Copper in bulk? (through excel or .csv format). Or would I have to delete the contacts on Copper and upload them again, and will I lose the saved previous activity?

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Best answer by Michelle from Copper 20 October 2022, 16:25

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Hi @TomDZD! You definitely can update existing contacts through a bulk import. The key is to make sure your spreadsheet contains a column for their email address. The system will use that email address to check if they are already a contact.

We have specific instructions with screenshots here:

Check it out, and feel free to let me know if you have questions or need more specific guidance.

 

I also host an importing webinar where I answer questions just like this one.

 

Hi Michelle,

 

I appreciate your answer, the article was very helpful indeed.

 

 

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