Bulk update contacts
Overview
You can update existing contact information in bulk by:
Editing the contact information in the spreadsheet.
Uploading the spreadsheet data into Cin7 Omni.
Mapping the spreadsheet columns to Cin7 Omni fields.
Updating the contacts.
You can only update existing contacts (customer, supplier, branch, or internal). Import to create new contacts in bulk.
Export contacts and edit spreadsheet
First, export your contacts to a spreadsheet. Then open the spreadsheet and edit your contacts.
Don’t edit the cash customer or supplier
Don’t edit any contact’s Cin7 Contact ID
If you have more than 2,000 contacts, split them into multiple spreadsheets before uploading
Once you’ve finished editing, upload the spreadsheet to Omni.
Upload spreadsheet data into Cin7 Omni
In the left hand navigation, select
CRM.
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Select Actions and select Bulk Update Contacts (New).
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You can then update your contacts by selecting either:
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Import from file upload
Cin7 Omni will update the contacts with the data from your spreadsheet.
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Select Choose file and then select your .csv spreadsheet.
Select Next.
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Or Copy and paste file from clipboard
You can copy and paste the data from a spreadsheet. Cin7 Omni will then update with the information you have pasted.
Copy your spreadsheet data and paste it into the field.
Select Next.
Map fields and update contacts
Cin7 Omni will suggest fields that match your spreadsheet columns.
If the Cin7 Field is blank, or mapped to the wrong field, click on the Cin7 Field dropdown and choose the field you want to update.
Select Next.
Select Update Contacts.
After your import is completed, you can click Back to CRM.