Bulk updating is a really efficient way of updating your data without having to update records one by one. This article will show you how to bulk update Contacts to either be B2C or B2B Contacts.

Prerequisites

  • You'll need CRM Bulk Update Rights to follow the steps in this article

Step 1: Navigate to Companies

In the navigation menu, click on 'People & Places' and select 'Contacts' from the drop-down.

Step 2: Perform Bulk Action

Click on the further options menu (three dots in the top right-hand corner of the Report) and select 'Perform Bulk Action'. This then gives you the option to either 'Select All' or individually select the Contacts you'd like to update by ticking the tick boxes to the left of the Contact name.

Once you've selected the Contacts to update, select the 'Choose Action' button.

You can then choose to either 'Convert to B2C' or 'Convert B2C to B2B'.

Step 3: Bulk Convert to B2C

If you choose to bulk convert your Contacts to B2C, you'll be asked if you wish to delete the parent Companies of the Contacts, or keep those Companies. Once you've made your selection, click 'Convert'.

Step 4: Bulk Convert B2C to B2B

If you chose to bulk convert B2C Contacts to B2B Contacts, then simply click 'Convert' to confirm the change. Note: any B2B Contacts that have been selected will just be skipped.

Did this answer your question?