Bulk update of Contacts through imports
Purpose: Update Contacts records using Excel or CSV files by referencing the system-generated ID.
Follow these steps:
To update lead records using Excel or CSV files, 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 start the update process.
- As 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, and rows with errors will be highlighted in orange.
Step 1: Select the "Import" option
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Step 2: Click on the "Choose File" button to open the file selection window. From there, select the desired Excel or CSV file from your device and click "Open"
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Step 3:Select import type as Update
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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.
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Step 5: Click on import button to start update of Contacts
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