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Data Cleansing

Find out how to export your data to cleanse and then re-import back into your CRM account.

Data Cleansing - Guidance for Re-Importing Existing Data
Data Cleansing – Guidance Notes: If you plan on cleaning up your contacts data in your CRM account by running an export of your contacts and tidying up...
Thu, 3 Dec, 2020 at 3:32 AM
How do I upload new data into existing contacts?
If you have new data to add to your existing contacts then as an alternative to adding this new information into each contact manually you can export out a...
Thu, 3 Dec, 2020 at 3:33 AM
If I re-import the same data with new tags will it merge them with the existing ones?
Yes it will add the new tags to your contacts along with the existing tags that were already in use.  1. You can export out your data - tidy it up and t...
Thu, 3 Dec, 2020 at 3:33 AM
If I re-import data with new tags will it over-write the exiting tags applied to my contacts?
No,, any new tags added to the data import file will be added as additional tags on the contacts records.  The previous tags that have been used for your co...
Thu, 3 Dec, 2020 at 3:34 AM