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- Go to Customers
- Select a customer you want to update the contacts for
- Select 'Download Customer Members' (top of the page). This will download a CSV file with the existing contacts.
- Modify the data where necessary and save it as an Excel file (.xls)
- Once your spreadsheet is updated and saved, select 'Upload Customer Members'
- Select your file and click on 'Send'
- Please make sure 'Claritum ID' column is selected ( Not External ID) Confirm selected columns are ok and click Upload on the bottom of the page.
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- Use this file to import new customer members: Contacts_importer.csv
- Alternatively, you can download the spreadsheet by following the first 3 steps of the previous instructions. Please remember that once it's ready to upload it needs to be first saved in Excel format (.xls).
- Provide data to the file and save it as as an Excel file (.xls).
- Go to Customers
- Select a customer you want to upload the contacts for
- Select 'Upload Customer Members'
- Select your file and click on 'Send'
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