Mass Update Contacts

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You can easily update one or more fields for your contacts by exporting the information you want to change, changing the information in Excel and importing the changes back into AppColl. Here are the steps:

  1. Go to the Contacts module.
  2. Filter for the information you want to change by clicking the Add Filter button. For example, if you want to update/add addresses for your inventors, you would filter for Role = Inventors. For more information on filtering, click here. 
  3. Select the columns you want to update from the Columns link in the upper right corner of your screen. For example, if you want to update address information, select all the address columns as well as the name columns. For more information on working with columns in AppColl, click here. Important: You must include the ContactID column in your download. This is the value used to match up your changes with the appropriate contact.
  4. Click the Excel icon.

  1. Select Visible information only. 
  2. Click the Export button. 

  1. Open the CSV file in Excel/Numbers/etc. Add or replace the information you wish to upload into AppColl.
  2. Save the spreadsheet as a CSV file or XLSX.
  3. Return to the Contacts module and click on the Import CSV or XLSX link.
  4. From the Import window, click the Choose File button to browse for the file on your computer.
  5. Select the Update Existing Contacts radio button. 
  6. Click Import.

  1. AppColl will then check the spreadsheet for any errors or warnings. If there are errors you need to fix, you must click on the Cancel button and fix them before you can import the spreadsheet a second time. If there aren’t any errors, or you wish to import all rows that don't contain an error, click on the Import Valid Rows button.
  2. You will receive a message indicating the import is complete.