The update option for uploaded contact files, adds new contacts and updates existing information based on the data in the contact file.

To use this option.

Begin on the Contacts List screen.

As always, we recommend downloading a backup of your current contact information.

Before making any changes.

When ready.

Click Uploads.

Click Upload to portal.

Click the highlighted text to upload your file, or drag your file to this area to upload. For this example we'll drag the file.

It should be noted that some of the data in any contact file has specific formatting requirements.

If needed, details on those requirements can be reviewed in our formatting a contact file for upload video which is linked in the upper left corner.

There are four choices for how information in the file will be applied.

Update is the first choice and is selected by default.

If you aren't entirely sure that this is what you need, you can click Upload Options help.

For more information on what each option does.

Once you're ready, click Upload to portal.

It's a best practice to make sure that the upload went smoothly and the information was added without issues.

This is done by clicking the binoculars icon next to the name of the upload.

This brings you to a screen that breaks down all the possible outcomes.

Loaded without error.

Loaded with error.

And, Not loaded critical error.

The download button on each tab will let you download a file containing just those affected records. That way you can quickly make any necessary corrections and re-upload.