Edit Contact Data With Spreadsheet View 🎬

Last updated
20200618

Article type
Step-by-step

Applies to
Starter, Business, Pro-Marketer

Special contents
Video 

Video

Details

Spreadsheet View allows you to make changes to your contact data en masse - a bit like you would using a spreadsheet application (hence the name). It's a great way to update fields in bulk, fill-in blank fields and even make data corrections.

You can also search for data in this view - allowing you to apply edits to just a particular subset of contacts if you wish. 

How-to Guide

1. Select Contacts from the sidebar.
2. Use the various dropdowns at the top to select the folder & list you'd like to work with.
3. Click the pencil (Spreadsheet View) icon, as shown. Your list data will now open in Spreadsheet View.
   
4. You can now make various changes to the data as required - such as clicking into fields and making edits, highlighting a field and pressing Copy (then Paste into another cell), dragging-down the corner of the highlighted field to fill, add new fields and so on. An Undo option is also provided. You can search for a particular set of data by clicking Search.
   
5. Once you have finished your edits, click Close. 

You can also use Spreadsheet View to add, edit and delete fields from your list.

Add a New Field to a Form or List, or Edit a Field