How do I update contact records?

How do I update contact records?

Please keep in mind that if you have a CRM integration set up, the CRM record is the master record, so if you need to update contact records, please do so in your CRM.

Instructions:

Before you begin, please make sure that your contact lists are in a CSV using one of the templates here.
  1. Once you have your CSV saved, you are ready to import contacts. You can bulk update contact records through a list import. To learn how to import contacts, see “How do I import contacts?”
  2. If you would like to update contact data with this list import, select the checkbox next to "Update current contact data?". Be sure to also verify that all contacts are opted-in to receive emails from your company.
Once you have completed these two steps, click "Finish".






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