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...
Wed, 24 Jul, 2019 at 10:11 PM
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...
Mon, 20 Jan, 2020 at 10:46 PM
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...
Mon, 20 Jan, 2020 at 10:50 PM