Upload Address Book
You can upload changes to the address book using the [ UPLOAD ICON ] in the left-hand menu.
This allows you to make changes to the address book from other sources that can export their data. Or quickly make new entries in the address book quickly.
You can download the template from the upload screen.
Matching Existing Records
When you upload the spreadsheet file to the address book exiting entries in the address book are matched:
- Name of the organization
- Contact Email Address
- Address label
If these are matched to existing entries, the organisation/Address/contact is ignored.
On the downloaded template file there is a help tab which gives you an explanation of the fields, as well as an example tab which shows you how the addresses should be formatted.
USE your training instance first to test that the data uploads correctly before uploading into your live instance.
We would always recommend cleaning your address book first. Remove duplicates and addresses which are no longer needed. We can assist with the mass upload (chargeable service).
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