Editing Records

There are two ways to update your existing records and which one you use will depend on how many records you need to update. 

Updating single records

If you need to update a single record, you can scroll toward the bottom of the contacts dashboard to Contact List and search for the contact. You would use this if, for example, you received an update from your contact that they have a new email address or a new job. Click on three dots and then select edit. Make any changes you would like and save.

Updating multiple records

If you need to update multiple records, we recommend setting up a CSV file and importing the changes in bulk. The two most common scenarios for this would be: (1) you realized that on your previous import your data wasn’t formatted correctly and you want to fix the errors or (2) you received additional pieces of data you would like to append to each customer’s record. 

Whenever you are importing updates, it is important you keep the email column in your CVS file as that will tie the new information to the new records. Any columns that you are not changing can be deleted. 

Also important to note is that if you imported data and you now want to remove it, you can import a CSV file with empty cells as that will remove the contents that are already there. This is also something to be very careful about: never import empty cells unless you want to remove the information! If you are not changing the values, those records should be removed from your CVS before import.

Be sure to select Update Existing Contacts on the Review Import Screen so that you don't have to wat for the sanitizer process to complete since it is not necessary as these contacts are already in your list.

Progress status will be displayed as the records are being updated.

When the import is done, you will see a confirmation screen with a report of updates.