You can now make bulk updates to a group of Company or Contact records.  You will first need to export the list of companies/contacts that you want to change.  Then you will make the changes in the Excel sheet and re-import the updated information.

If you change a Company Name in a Contact, you MUST also change the “Company ID number” in the re-import sheet (A company export will give you company ID#).

If you want to remove something from a field, just delete it and leave that field blank. When you re-import, it will make that field blank in Repfabric. YOU CAN NOT DELETE A CONTACT THIS WAY!

We will show this example in Contacts, but it is the same in Companies.  We are going to export a list by “Contact Group.”  I want to re-name “Showroom” to “Virtual Showroom” (You must create the new Contact Group in “Subtables” for “Virtual Showroom” first, or the re-import may fail).

1. Left click “Export” button.

2. Use the magnifier to choose the filters for your export.

3. Scroll down and put a check mark to the left of “Fields” (this will check ALL columns).

4. Scroll back to the top and click “Export” button.

5. Open your downloaded file.

6. Left click “Enable Editing.”

7. Left click “Find & Select” button in top right corner of Excel.

8. Left click “Replace.”

9. Type in the word you want to replace.

10. Type in the new word.

11. Left click “Replace All.”

If you want to clear out a field in Repfabric, just blank out that field in your Excel file.

In this example we have removed all the text from F5.  There aren’t ANY contact groups listed for Shannon Kauffman.  This will make the “Contact Group” field blank when we re-import.

SAVE YOUR NEW FILE WITH A NEW NAME

Re-import feature allows you to bulk update Contacts from spreadsheets of .xlsx file format. Users are expected to export the records using the Export option, make updates to the necessary fields and then use the same spreadsheet to bulk update the contacts.

Guidelines

· Id column is mandatory. The spreadsheet will not be processed further if the column Id is not provided in the first column

· Date and time fields must be in MM-dd-yyyy hh:mm a date format

· Date time fields must be in America/New_York time zone

· Fields applicable for contact update – First Name, Last Name, Contact Group, Job Title, Company, Department, Manager, Assistant, Home Phone , Business Phone, Mobile, Alternate Phone, Fax, Personal Email, Business Email 1, Business Email 2, Region, Referred By, Context, Notes, Street, City, State, Zip code, Company ID, Contact Ref. No., Business PO Box, Home PO Box, Product Interest, Do not Email, Primary, Custom Fields

· Multi-select fields like Contact Groups and Product Interests can be combined into comma separated fields

· ‘Do not Email’ and ‘Primary’: Blank data in these fields is considered as No

· ‘Last Modified Date’ and ‘Last Modified User’ are updated as date of re-import and logged in user.

Custom Fields are not handled at the moment

How to Re-import the updated Excel File
Now that you have your file saved you can re-import your changes.

1. Left click “Re-import” button in Contacts screen.

2. Left click “Select File.”

3. Locate and select your saved file.

4. Left click “Open.”

5. Left click “Re-import” button.

You should see “Processed successfully” when the re-import is complete.

How to resolve “Failed Record List”

If you have any issues in your re-import, you will see a “Failed record list”.”  This indicates no changes were made to the contacts listed.  Make the changes in your Excel file (delete all other rows that were re-imported successfully).  Re-import the failed records.

a. Scroll to the far right to view the error.

b. Remove any rows that you do not need to fix and edit the field that caused the error.

Return to page 9 and follow the instructions for Re-import again.

#reimport