I exported a list of clients, updated their information in Excel, in the process the Contact ID column was removed somehow and now I need to import these contacts back into InfusionSoft to update their information. How can I do this without the Contact ID in my new .csv file? WIll that duplicate records?
- you can do the import and then merge the contacts by email address (assuming you ensure emails to be unique among contacts)
- Use a vlookup method in Excel to corrolate the contact id before doing the import, which will then just update the contacts by id number. @Greg_Jenkins has a video on this: