Hi,
Anyone know if I can mass update data using the bulk upload e.g. adding an extra tag to recorders using email as the unique identifier?
Thanks Tim : )
Hi,
Anyone know if I can mass update data using the bulk upload e.g. adding an extra tag to recorders using email as the unique identifier?
Thanks Tim : )
Hi
It sounds like you’re importing contacts that you want to update?
First, make sure your import sheet has a column for email address. And then have columns for the data you want to add/update. For example, if you only want to add new tags to those contacts, you sheet would have columns for Email and Tag, and nothing else. (Well ok, you can have other columns but you’d select Ignore on them during the import process)
Then go to the importing tool (Settings > Manage Your Data > Import People) and upload your file.
These are the settings I want you to pay attention to:
In the example above, I’m updating the Industry field on my contacts, and adding a new tag “Spring Conference 2023” (while keeping the old tags)
Hope that helps. Thanks for posting, Tim!
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