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Updating contacts in BOMA
Updating contacts in BOMA

If I upload a CSV of contacts does it override all my current contacts?

Cat Morgan avatar
Written by Cat Morgan
Updated over a week ago

Uploading new contacts into your BOMA database is easy when you use a CSV upload. When you do that, if you have some contacts that already exist in your BOMA database - the system will not override the details, it will update them.

For instance, if you import a list with an email address that already exists in your BOMA contacts, but also includes a phone number for that contact, then their BOMA record will update with the new phone number. BOMA will never duplicate a record.=


TAGGING CONTACTS FOR EMAIL SEGMENTATION

You can also tag contacts as you import them. A tag is a label that defines a contact as part of a group or segment. You can have as many tags as you like.

For example, your business may have 2 branches. You can segment your contacts into 2 groups and each will be tagged as either branch 1 or branch 2. You'll be able to email them all at once or one branch at a time. 

For more information on how to add tags click here.


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