Keeping your CRM data as accurate as possible is really important. Using our 'Update via Excel' tool, you can quickly update your Contact and Company information in bulk, rather than individually, line by line. For example, you may re-allocate your customer accounts within your Sales team. Using the 'Update via Excel' tool, you can bulk update the Account Manager field on your Company records accordingly.

To access the 'Update via Excel' tool, navigate to a Company or Contact Report within the CRM.

If you need to bulk update Contact fields, navigate to a Contact Report, but if you need to update fields located at Company level, navigate to a Company Report instead. If you're struggling to find the right Report, go to the navigation menu and select People & Places.

Once you've selected your report, you can then apply the relevant filters to get the right list of Contacts or Companies you wish to bulk update. Then click the further options button (three dots), and select 'Update via Excel' from the drop-down menu.

You'll now need to choose which fields you'd like to update in order to download the Excel template. In this example, we'll update the Account Manager field.

If you don't see the Account Manager field, it's likely you have it set at a different level - check out this guide to help!

Once you've selected the fields you wish to update, click 'Export Records'.

Please note: You can also bulk update Companies using Sales Ledger ID instead of Company ID. By selecting 'Sales Ledger ID' in the checklist, the system will use this to find the Company to bulk update if a Sales Ledger ID has been entered.

By clicking 'Export Records', an Excel spreadsheet will be created containing a column for the Company ID or Contact ID, depending on what you're updating. The spreadsheet will also include columns for the data that you'll be updating (based on the fields you ticked on earlier).

Click 'Download' to save the Excel spreadsheet to your device and edit.

In our example, we have a column for the Account Manager field. Simply update the fields as required within the Excel spreadsheet.

Please note: don't change the columns and their headers, otherwise the bulk update will fail.

Once you've finished updating the spreadsheet, go back to the CRM and click 'Next'.

Now you'll need to upload your spreadsheet file that contains the updates by either clicking 'Select your spreadsheet' or by dragging and dropping the file into the highlighted area of the CRM as shown in the screenshot below.

Once you've uploaded the file, the tool will validate the data and will flag any errors. If the data is OK, you'll be able to click the 'Next' button.

The spreadsheet will then be uploaded to the CRM and will be used to complete the bulk updates. The import will show you how many rows have been completed so far. If you have lots of data to update, this may take a while, so feel free to close the import tool as it'll continue to run in the background.