Follow

How to mass update Profiles

Sign in to your WeDidIt account and select 'Insights' then click on the 'upload' sub menu element.

Screenshot_10.png

Select the ‘Donor Data’ tab or the ‘Email Lists’ tab, read the Instructions and then click ‘Browse’. Find and select the target CSV file on your computer.

NOTE: You should have a .csv file with the new/updated data included.

 

Because email addresses are the unique identifier, all other columns in the .csv file will be updated in the Profiles with the same corresponding email address.

 

After this step, the article How to map your donor records will be helpful for the next step of mapping the records.

 Screenshot_1.png

When the upload history's progress reaches 100%, the profiles are now searchable in Insights. At this point, the upload has finished with the profiles are now updated.

Comments

Powered by Zendesk