Can I Import to Update/Add-Info for existing accounts

Question

Is there any way to import from an Excel file more information on existing accounts. if i have in 1 column at each row The Code?

My question is regarding a few type of different pieces information (to import separately) if there is such importing option for any 1 of them or more, For the Following:

1) Importing Notes for accounts

2) Importing Flags for accounts

3) Importing Anniversaries for accounts

4) Importing Solicitors for accounts

5) Importing Kruvim for accounts

Answer 1

Only flags and additional info can be imported by the end-user. All other imports need to be done by our import team. There is usually a fee involved to import data. If there is a specific format that you import often, we can create a custom import script for a fee that you can use always.

Comments

how do i import flags and Additional info for existing accounts?

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In the Mass Import screen in entries. The first time you use it, contact support to show you exactly how it works.