This article will introduce you to the Contact Upload & Update Tool, which allows admin users to upload new contacts or update existing contacts in bulk. 



How to update existing contacts:

  1. Navigate to the Data Upload Tools page by selecting “Site Management”, then “Data Uploads”.


       2. Select the “Download CSV Template” drop down, then select “Contacts”.


  1. Add your data into the template, making sure to leave the column headers unchanged. The unique identifier used in the Contact Upload & Update Tool is "Email Address".

  2. Save the template file. Be sure to keep the "CSV" file format. 

  3. Upload the document by selecting "+ New Upload" on the Data Upload Tools page, select "Contacts” for Type, and select “Update Existing” for Upload Method.


  1. Once the data uploads it will be tagged as either “Success” or “Invalid”. 

How to upload new contacts:

  1. Navigate to the Data Upload Tools page by selecting “Site Management”, then “Data Uploads”




  1. Select the “Download CSV Template” drop down, then select “Contacts”.


  1. Add your data into the template, making sure to leave the column headers unchanged. The unique identifier used in the Contact Upload & Update Tool is "Email Address".

  2. Save the template file. Be sure to keep the "CSV" file format. 

  3. Upload the document by selecting "+ New Upload" on the Data Upload Tools page, select "Contacts” for Type, and select “ Add New” for Upload Method.


  1. Once the data uploads it will be tagged as either “Success” or “Invalid”.



NoteAll successful, pending and invalid uploads are  added to a list of data uploads, with the status showing in "Status" column. If the upload is "Invalid", select the specific upload to view further details on the errors that need to be corrected.



You will be directed to that upload and the errors will appear under the errors column. To simplify the view you can select the “Hide rows without errors” option.