Uploading new contacts into your BOMA database is easy when you use a CSV upload. When you do that, and there are some contacts that already exist in your BOMA database, the system will not override the details. Instead, it updates them.

For instance, if you have a list with an email address included that already exists in your BOMA contacts, but also includes a phone number for that contact, then their BOMA record will update that email address's record with a phone number.

Let's say you have a contact in BOMA that already has a phone number. Then you import a list with that contact's email, but the CSV does not have a phone number field. The list will import, and the contact's phone number in BOMA will remain.

You can also tag contacts as you import them and this will add to any tags that a contact already has. For example, you could import a list of clients who have companies (and apply the tag of “company”) and then import another list with clients who have trusts (and apply the tag of “trust”). If any of your clients have both companies and trusts, then your contacts (by email address) will now have both “company” and “trust” tags against them.

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