Editing Multiple Contacts

Last Updated: Jul 20, 2017 04:23PM BST

Editing Multiple Contacts

Make changes to a large list of contacts at once


Scroll to the bottom of Contact Manager and click "Export for Updates" in the lower right corner of the page. This will download an Excel document of your entire contact database or the specific contacts you have searched.

NOTE: If you do not filter down your search results by Name, Category, Type, etc., you will export your entire contacts database.

*Make your edits (carefully) and save the template, making sure it is still a .xls file.

*The ID # in column A is the unique ID for each contact. Upon re-importing, the system will read this ID # and know you are updating existing contacts rather than creating new ones.


*Remove contact details directly from the Export for Updates Excel. Simply clear the contents of your cell that you'd like to remove and your changes will be made upon re-import. For example, if you wish to remove a Contact from 1 of their 10 Contact Groups or perhaps from a contact type, delete that information from the field in your excel.


Go to the Import Contacts tab and select "Contacts" under Import Type. Browse your computer for the file you edited and click "Import."

 

Contact Us

0d674199da108c91639340d7d4fc3cf6@launchmetrics.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete