How to update currrent contacts in VanillaSoft using an import

If you forgot to map a field when importing or you have received updated information for contacts that you would like to update in VanillaSoft you may do so by importing utilizing our  "Update Existing Contacts" import feature

  1. Login as Admin
  2. Select Project
  3. Select Import Contacts
  4. Browse for your file
  5. Select Add /Update Contacts for the Import Method Field
  6. Click Next
  7. Select the field from your import file and the field in VanillaSoft that have a unique value  that will match.
  8. If you would like a new contact added in cases where the system can not find a match check the 'Add New Contact if not already in VanillaSoft' box
  9. Click Next
  10. Map ONLY the fields you would updated
  11. Start import

Note: When importing, the system will attempt to match contact information with an existing contact in the system. When a match is found, the mapped fields in the existing contact will be updated with the new information in the file. If a field in the import file is blank and mapped, then existing field information for that contact will be deleted. When a match is not found, the information will be added as a new contact. If more than one match are found, the information will not be updated or added.

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