If you need to update multiple contacts at once, you can use a CSV import instead of doing it manually one by one.
You can find the “Update contacts” option by clicking the “CSV” button on the “Imports” page:
The Update Contacts option allows you to replace data for matched contacts during a CSV import. When this feature is used, all changes made in the CSV file (e.g., changes to first names or last names) will overwrite the existing data in GetSales. Review key fields (e.g., names) to ensure data integrity.
Note: Ensure your CSV file contains accurate information before importing to avoid undesirable overwrites.
Step-by-step guide on creating a CSV import
Create Custom Fields First
Before importing, create the custom fields you need at Settings > Custom Fields
This allows you to map additional fields during the CSV import setup.
Prepare Your CSV File
Include your custom field data in the CSV file
Ensure the file contains at least one unique identifier (LinkedIn ID, GetSales ID or email) to match existing contacts.
Import with “Update Contacts”
Go to Imports → CSV from the main menu, choose the “Update Contacts” option and upload your file:
Choose ID field
The second step is “Choose ID field”.
In the “System field” you can choose one of three options:
You can choose any of these three based on which is present in your CSV. In the “CSV file column” choose a corresponding field.
Match update fields
The third step is “Match update fields:
You don’t need to match all fields, just the ones you want to update. For example, if you want to update the Company name, match it with the CSV column containing that information.This will perform a bulk update, adding the custom field data to matched contacts.
The Update Contacts feature will overwrite existing data for matched contacts. Test with a smaller batch first to ensure results align with your expectations.
Note: Always backup your existing data before performing bulk updates.
FAQ:
Q: I have an “Error” message, what do I do?
A: If you see an error, you need to click on the number of failed contacts in the CSV update:
The “Result” column will show the reason it failed:
“Contact not found” indicates that the unique ID (GetSales ID, LinkedIn ID or email) was matched incorrectly to a CSV column or the CSV contains incorrect data. Double-check the CSV file to see what info you have as a unique ID for this contact.
It can also happen if the coding of the file is messed up. You can open the file in Google Sheets and save it as a CSV again. After that, try using it for CSV update again.