How can I update contacts or companies in bulk?

It may happen that you need to update a custom field or another value in your CRM system for more than one contact or company. To do this in bulk, we recommend you do an export, make the necessary changes in Excel and import your file again. Let's run you through that process step by step.

First, navigate to your contact or company and create a segment of all contacts/companies that you'd like to update. An example could be that you'd like to update the content of a custom field or merge two custom fields. Then, click on Export at the right hand side.

In the next screen, don't select "All columns" but create a new template instead.

On the following screen, you'll see all possible values. Choose the values you'd like to update and - this is important - add the Teamleader ID. Through this ID, the contact or company will be matched correctly when you import your information again.

Then, click save and complete the export.

You can then update the values in Excel, save your file and import it again. Be sure to match the fields correctly, especially the Teamleader ID.

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