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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 Customer Contacts.
- Modify the data where necessary and save it as an Excel file (.xls). Please DO NOT modify the Claritum ID value as it is used it to identify the Customer Contact on the system.
- Once your spreadsheet is ready, select 'Upload Customer Members'
- Select your file and click '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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