Uploading Multiple Selections to a Multi-Select Contact Field

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I have a contact field that has 4 checkbox options. I know that when uploading a list, I can use three colons to separate different options to have more than one of them populate the field. However, I can't seem to add without deleting what's already there. For example, someone's record contains option A and B. When I attempt to upload them on a spreadsheet to add option C to their record, it either wipes out what's already there (If I select the Update their records radio button) or doesn't add the new information (Leave them alone radio button). 

Any ideas how to do this?
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Mike G

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Posted 2 years ago

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Zach Sharpe, Employee

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Hi Mike,

In your example the contacts would need to have all selections added in the spreadsheet for the contact field, not just the check box you want to add checked. Since its a single value this is read as an absolute. 

Add and update can update a separate contact field in addition to keeping the same data from a separate contact field, but not necessarily within the same value set.

So, if someone exists with option A chosen and you upload with B and C chosen, it should update to *only* have B and C chosen with A deselected.

Let me know if you are seeing something different here and we can certainly take a look!


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NYU Stern

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Emma should really update this feature - there should be an option to add to a specific contact field's data without erasing.

For example, we track event attendance, but if I 20 events, I want them all in the events contact field. If a person attends all 20 events, I want to be able to update that they attended each one, without overwriting that they chose previous ones. It's not sustainable for me to have to export the lists of people who attended events each time, then identify duplicates across the twenty events, then make sure that each event is listed with ':::' in between.

We would really appreciate it if Emma could develop an option for us to add and not overwrite data in a specific contact field. 
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Grey Stepp, Support Team Manager

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Thanks for the input there!   I'll be sure to pass your specific use case along!   

In the meanwhile, I wonder if using group membership might be a more efficient way to keep track of those.  Especially if you're using imports to bring in contacts for a specific event.  

Then you have 20 different groups, all being controlled by imports, and that might remove some of the more manual work for you.  

Just a thought, I hope it helps!