...

Updating Existing Customer Contacts

1. Go to 'Customers'
2. Select a customer you want to update the contacts for
3. Select 'Download Customer Members'  (top of the page). This will download a CSV file with the existing contactsCustomer Contacts.
4. Modify the data where necessary and save it as an Excel file (.xls)
5. Once your spreadsheet is updated and savedready, select 'Upload Customer Members'
6. Select your file and click on 'Send'
7. 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.

...

1. Use this file to import new customer membersCustomer Contacts: Contacts_importer.csv
   1. 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 before uploading the file needs to be saved in Excel format (.xls) first.
2. Provide data to the file and save it as as an Excel file (.xls).
3. Go to 'Customers'
4. Select a customer you want to upload the contacts for
5. Select 'Upload Customer Members'
6. Select your file and click on 'Send'

...