Keeping your CRM data as accurate as possible is really important. You can use the Update via Excel tool to quickly update your Contact and Company information in bulk, rather than individually. For example, you can bulk update the Account Manager field across all your Company records when reallocating customer accounts within your Sales team.
📌 Note: If you're looking to add new records rather than update existing ones, use the data importer tool instead. Find out more in Data importer.
Step 1: Open a Company or Contact report
To bulk update Contact fields, open a Contact report. To bulk update fields at Company level, open a Company report. If you're struggling to find the right report, go to People & Places in the navigation menu.
Open a Company or Contact report in the CRM.
Apply the relevant filters to get the right list of records you want to update.
Click the further options button (three dots), then select Update via Excel from the drop-down menu.
Step 2: Choose which fields to export
You'll now need to select the fields you want to update. In this example, we're updating the Account Manager field.
Select the checkboxes for the fields you want to update.
Click Export Records.
Click Download to save the Excel spreadsheet to your device.
🤓 Tip: If you don't see the Account Manager field, it may be set at a different level. See our Account Manager configuration guide for help.
You can also bulk update Companies using Sales Ledger ID instead of Company ID. Select Sales Ledger ID in the checklist and the system will use this to find the matching Company record.
Step 3: Update data in the Excel spreadsheet
Open the downloaded spreadsheet and update the fields as required. Use consistent formatting for dates, phone numbers, and other fields to avoid errors when uploading.
Update the relevant fields in the spreadsheet.
Save the file.
Go back to the CRM and click Next.
⚠️ Warning: Don't change the column headers in the spreadsheet. If you do, the bulk update will fail.
In this example, you'll see a column for the Account Manager field.
Step 4: Upload the spreadsheet and validate data
Click Select your spreadsheet, or drag and drop your file into the highlighted area.
Wait for the tool to validate the data. Any errors will be flagged at this stage.
If the data is valid, click Next.
The CRM will process your spreadsheet and apply the bulk updates. You can see the number of rows completed so far in the import progress view.
📌 Note: If you have a large number of records to update, this may take a while. You can close the import tool, and it will continue to run in the background.
