Bulk updating data in Sell using a CSV file

<div class="body">
<div class="docs-wmp-link" style="text-align: right; font-size: 0.8em;"><a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a></div>
<p class="p"><img alt="Available on all Sell plans" class="image" id="sell_csv_file_batch_update__image_zs2_zlg_kqb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/plan_available_sell_all.png" width="850"></p>
<p class="p">If you're trying to import new data into your Zendesk Sell account, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408845638298" rel="noopener" target="_blank">Importing leads, contacts, and deals using a CSV file</a>. However, if you're trying to update <em class="ph i">existing</em> data in your account, use the information in this article to understand how to perform bulk updates to existing leads, contacts, or deals using a CSV file.</p>
<p class="p">This article covers the following topics:</p>
<div class="p">
<ul class="ul" id="sell_csv_file_batch_update__ul_o44_snx_nrb">
<li class="li"><a class="xref" href="#topic_rqp_rnx_nrb">Using a CSV import</a></li>
<li class="li"><a class="xref" href="#topic_gqy_rnx_nrb">Splitting people and company contacts</a></li>
<li class="li"><a class="xref" href="#topic_gxd_55x_nrb">Field types that are unsupported for import</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<div class="p">
<ul class="ul" id="sell_csv_file_batch_update__ul_yhy_msx_nrb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838742682" rel="noopener" target="_blank">Creating a CSV file to import leads, contacts, or deals</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408845638298" rel="noopener" target="_blank">Importing leads and contacts using a CSV file</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408845246746" rel="noopener" target="_blank">Importing deals using a CSV file</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_rqp_rnx_nrb">
<h2 class="title topictitle2" id="ariaid-title2">Using a CSV import</h2>
<div class="body">
<p class="p">Use the CSV import option to bulk update your existing Leads, Companies (contacts), People (contacts), and Deals in Sell. Every record in your account has a unique ID that will identify an existing lead, contact, or deal in your account, and update the specific record.</p>
<p class="p"><strong class="ph b">To import updates</strong></p>
<ol class="ol" id="topic_rqp_rnx_nrb__ol_e3v_5nx_nrb">
<li class="li">In Sell, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827735066" rel="noopener" target="_blank">create a Smart List</a> of your leads, contacts or deals. When you export this file, it automatically includes the IDs of each record.</li>
<li class="li">Filter the data to include only the information you want to update. In the <strong class="ph b">Filter</strong> section add all the fields you need to edit then <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832080666" rel="noopener" target="_blank">export the Smart List</a>.
<p class="p">Your file automatically includes the IDs in the second column, as well as any additional fields you added.</p>
</li>
<li class="li">Download and open the exported CSV file in any CSV editing software (Excel, Google Spreadsheets, etc).</li>
<li class="li">Edit the columns containing the data you wanted to update. You can add any new information that you want to import as new custom fields during the import process.</li>
<li class="li">On the Sell sidebar, click the <strong class="ph b">Settings</strong> (<img class="image" height="20" id="topic_rqp_rnx_nrb__image_f3v_5nx_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/settings_icon.png" width="20">) icon, then click <a class="xref" href="https://app.futuresimple.com/settings/imports/update" rel="noopener" target="_blank">Data &gt; Bulk update</a>.</li>
<li class="li">Select <strong class="ph b">Update existing data</strong>.</li>
<li class="li">Select the records that you are updating (Leads, People Contacts, Company Contacts, or Deals) and upload your file.</li>
<li class="li">Map the fields in your file. Make sure that you map at least one column as lead, contact, or deal ID (if you exported a Smart List, it will be the second column). Map all the fields that you want to update to their equivalent Zendesk Sell fields. You have a few choices for each column from the file:
<ul class="ul" id="topic_rqp_rnx_nrb__ul_g3v_5nx_nrb">
<li class="li">
<strong class="ph b">Standard Field</strong>: Map this as one of the standard lead/person/company/deal fields</li>
<li class="li">
<strong class="ph b">Existing Custom Field</strong>: Map this as one of the existing Custom Fields</li>
<li class="li">
<strong class="ph b">New Custom Field</strong>: You can create a new Custom Field and map the entire column to that field</li>
<li class="li">
<strong class="ph b">Tag</strong>: You can map a column as a Tag that will be added to the record</li>
<li class="li">
<strong class="ph b">Note</strong>: You can map this as a Note that will be added to the record</li>
</ul>
</li>
<li class="li">Review your data mapping to verify that your fields are correct. The Sell ID is used to update the records with the data from the columns in your file.
<div class="note note">
<span class="notetitle">Note:</span> The bulk update cannot be reversed, so ensure your selections are correct when you verify the mapping.</div>
<p class="p"><img class="image img-screenshot" id="topic_rqp_rnx_nrb__image_pvx_xnx_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_batch_update.png" width="450"></p>
</li>
<li class="li">Click <strong class="ph b">Update</strong>.</li>
<li class="li">You'll receive an in-app notification when the update is complete. Click the alert icon to view your Notifications Center update.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_gqy_rnx_nrb">
<h2 class="title topictitle2" id="ariaid-title3">Splitting people and company contacts</h2>
<div class="body">
<p class="p">Standard fields and custom fields can differ in your Sell account for people and companies.</p>
<p class="p"><strong class="ph b">To create a file with only people or company contacts </strong></p>
<div class="p">
<ol class="ol" id="topic_gqy_rnx_nrb__ol_yjh_3px_nrb">
<li class="li">On the Sell sidebar, click the <strong class="ph b">Contacts</strong> (<img class="image" height="16" id="topic_gqy_rnx_nrb__image_e1x_vpx_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_contacts.png" width="16">) icon.</li>
<li class="li">Click the <strong class="ph b">Working Center</strong> (<img class="image" height="16" id="topic_gqy_rnx_nrb__image_fw4_lqx_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_hamburger.png" width="16">) menu.</li>
<li class="li">In the <strong class="ph b">Working Center</strong>, under <strong class="ph b">Working List</strong>, click your <strong class="ph b">Contacts</strong> working list.</li>
<li class="li">In the <strong class="ph b">Contact </strong>column, click <strong class="ph b">Filter</strong> (<img class="image" height="16" id="topic_gqy_rnx_nrb__image_yrl_xqx_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_filter.png" width="16">) to select either person or company.</li>
</ol>
</div>
<p class="p"><img class="image img-screenshot" id="topic_gqy_rnx_nrb__image_ymy_1px_nrb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_batch_update_2.png" width="500"></p>
<p class="p">If you are only exporting a list of company contacts, the exported CSV file will populate the Contact ID column instead of the Company ID column.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_gxd_55x_nrb">
<h2 class="title topictitle2" id="ariaid-title4">Field types that are unsupported for import</h2>
<div class="body">
<p class="p">The following table lists examples of fields that are currently not supported during the import process.</p>
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_gxd_55x_nrb__table_h1s_4m1_5mb" rules="all" summary="">
<caption><span class="tablecap"><span class="table--title-label">Table 1. </span>Unsupported field types for import</span></caption>
<colgroup> <col> <col> </colgroup>
<thead class="thead" style="text-align: left;">
<tr class="row">
<th class="entry nocellnorowborder" id="d52e283" style="vertical-align: top;">Field</th>
<th class="entry cell-norowborder" id="d52e286" style="vertical-align: top;">Details</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e283" style="vertical-align: top;">status (lead)</td>
<td class="entry cell-norowborder" headers="d52e286" style="vertical-align: top;">You can update Lead Status using our <a class="xref" href="https://developers.getbase.com/docs/rest/reference/leads" rel="noopener" target="_blank">Leads API endpoint</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e283" style="vertical-align: top;">unqualified reason (lead)</td>
<td class="entry cell-norowborder" headers="d52e286" style="vertical-align: top;">-</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e283" style="vertical-align: top;">customer status (contact)</td>
<td class="entry cell-norowborder" headers="d52e286" style="vertical-align: top;">You can update Contact Customer Status using our <a class="xref" href="https://developers.getbase.com/docs/rest/reference/contacts" rel="noopener" target="_blank">Contacts API endpoint</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e283" style="vertical-align: top;">prospect status (contact)</td>
<td class="entry cell-norowborder" headers="d52e286" style="vertical-align: top;">You can update Contact Prospect Status using our <a class="xref" href="https://developers.getbase.com/docs/rest/reference/contacts" rel="noopener" target="_blank">Contacts API endpoint</a>.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e283" style="vertical-align: top;">billing address</td>
<td class="entry cell-norowborder" headers="d52e286" style="vertical-align: top;">
<p class="p">This is an additional Address field that is available to Contacts that are associated with a Deal.</p>
<p class="p">You can update Billing Address using our <a class="xref" href="https://developers.getbase.com/docs/rest/reference/contacts" rel="noopener" target="_blank">Contacts API endpoint</a>.</p>
</td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e283" style="vertical-align: top;">shipping address</td>
<td class="entry cellrowborder" headers="d52e286" style="vertical-align: top;">
<p class="p">This is an additional Address field that is available to Contacts that are associated with a Deal.</p>
<p class="p">You can update Shipping Address using our <a class="xref" href="https://developers.getbase.com/docs/rest/reference/contacts" rel="noopener" target="_blank">Contacts API endpoint</a>.</p>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>