Bulk Updating Contact Information

Question

Can I update the Signing & Billing Contact details for Companies in bulk?

Answer

Yes, this can be done by following the below steps:

  1. Navigate to Menu > Corporate Messenger > Companies > select the "Actions" button > select "Update Contact Information" tempsnip3.png
  2. Select "Download Template" to download the report > fill in all of the information you wish to upload eg Signing/Billing Contacts, Account Managers and/or Pinstempsnip4.png
    Note: For data to be correctly uploaded, follow the format suggested in the examples within the spreadsheet.
  3. If you are wanting to upload details that are missing or haven't yet been added you would select "Upload"tempsnip5.png
  4. If you wish to overwrite existing information you would select "Overwrite"tempsnip6.png
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