Modify Existing Records

You can use the Infusionsoft Import tool to mass update a specific list of contacts. For example, you may need to add different country information to all of your existing contacts.

You can export a list, add each person's country information to it, and then import it back into Infusionsoft to update your existing contact list. The Infusionsoft Contact ID must be included in the export and the updated import file.

WARNING! The new information will permanently overwrite existing information in the updated field(s). The only exception is the Contact Notes field; this field can only be appended to. Updates performed through the Import tool cannot be reversed. Make sure you preview the field matching before you complete the import.

Important things to know

  • You can NOT use a Modify Existing Records to delete information. Empty fields will be skipped
  • Never match fields to the "Your Systems Contact ID"

Instructions

  1. Go to Admin > Data Cleanup in the main navigation menu.

  2. Click on Modify Existing Records. Select the data type and click on Go.

  3. Click on Browse to find the revised CSV file on your computer, and then click Next.

  4. Match the Fields. The ID Field must match with the Infusionsoft ID Field.


  • Infusionsoft Contact ID: Make sure NOT to match the Infusionsoft Contact ID to the System Contact ID. This will not update any records but will only skip the import.
  • Tags: Use Create tags from your fields values even if the tag already exists in your app. 
  • Create a Corresponding Company Record: You can mark the checkbox to create company records for every contact that has a company name in the company field. Please note that any spelling variation in a company name will create multiple companies records. For example, Infusionsoft and Infusionsoft Software would create two separate companies

  • Run some Actions: Apply/Create multiple tags and other Actions Sets

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