Bulk update of Leads through imports
Scope: update Leads records using Excel or CSV files by referencing the system-generated ID.
Follow these steps:
- Select the "Import" option and choose the "Update" mode.
- Map the columns in your file to the corresponding system field names.
- Click "Import" to initiate the update process.
Since this is a background task, wait for the acknowledgment email. If there are errors, the email will include an error message column with specific messages for each affected row. Rows with errors will be highlighted in orange.
Step 1:Click on import:
Step 2:Choose file
Step 3:Select import type as Update
Step 4:Map the file columns to the corresponding system fields. The "ID" field is mandatory for updating a contact, as the data will be updated based on this ID.
Step 5: Click on import button to start update of Leads