Contact csv upload for bulk edit

Hi!

I am trying to do bulk edit of our contact database, however, upload of edited contacts does not work. Changed records are seen by Insightly, mapped correctly, and at the end there is no change in contact data...

Any hint?

 

Krzysztof

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4 comments
  • Hello,

    When updating existing Insightly Records you'll need to make sure you are matching the record ID by including it in your file.

    The most common method of using imports to update records in bulk is to:

    1. Export the records you'd like to update
    2. Edit the file to change the records
    3. Import the file and choose the update option

    Here's an article that has more helpful information on bulk updating with imports. 

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  • Unfortunately this is exactly what we do.

    Result is negative: changes are not updated....

    We used csv and xlsx to update phone number format. Not possible to upload changes (tried on small file of 5 records).

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  • I can see changes are seen by Insightly on field comparison page, but eventually the records are not updated with those.

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  • Hello,

    To help better troubleshoot this issue. I'll proceed to open a ticket. Keep an eye out for my email for further assistance. 

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