When to use it
Remember that updating people data will add data to empty fields or overwrite matched fields with new data.
How to do it
1. Go to People > Import > Update People > once you click you will be able to download the needed template.
Note: only 500 records can be uploaded to bob at a time. Please prepare your data files accordingly to allow for a smooth import process.
2. Once you have your data on the template you can upload it to bob. Click on 'Update People' and follow the prompts. Tip: make sure you select the correct sheet for the data you want to import. If you wish to import data from different sheets, please repeat the same steps for each sheet.
3. Once you've uploaded your sheet, you'll see that bob matches the columns for you. bob will automatically flag any data that needs to be manually sorted.
4. Click next and you'll be presented with a summary of the rows which have successfully imported, as well as any errors.
What happens if I have errors?
If your import doesn't match with bob, you'll get errors. The easiest way to fix these is to download the error report from bob. This will give you a spreadsheet in the correct format for re-upload, with one line for each error.
In the last column of the data, you will find the error reason. Once you have corrected the error, you can use this same spreadsheet and the Update People button to add the now corrected information.
We recommend reading the "please read" tab on the template you have downloaded for tips and suggestions.
For more help with importing your data, contact us on the chat icon below.