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.
- 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?”
- 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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