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add title and preferred name to existing constituents in a batch

Andrea Fihe

Hello - I am needing to add missing titles (Mr. or Ms.) as well as preferred names to over 2000 constituents who already exist in our CRM. Is there a way to do a batch upload? Thank you.

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Comments

Austen Brown

Hi @Andrea Fihe - Welcome to BB Community! The easiest way to accomplish this is through an Import. Check out this KB Article 52529 for more information and this import user guide.

Faith Murray

Andrea, if you need help walking through the import, I'll be happy to help. ?

Andrea Fihe

Thank you so much, Faith. Is there a way I can contact you? Andrea

Austen Brown

Hi @Andrea Fihe - The best way to contact Faith is by messaging her within the Community. If you visit her profile, you will see a “Message” button just below the bottom right corner of her cover image.

Andrea Fihe

Thank you! ?