Uploading Multiple Selections to a Multi-Select Contact Field from Multiple Files

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I am updating contacts who appear in multiple lists. Most of these contacts will remain in multiple lists, even after I've completed the update. As such, I recently added a new multi-select contact field (pre-set, not free-form) that covers the entire audience. However, I just uploaded two excel files with the same contact who appears in multiple lists and has multiple selections for this specific contact field. I was hoping that My Emma would see both selections and upload both (since it's a multi-select contact field). On import, My Emma only selected the most recent selection and de-selected the initial selection (I realize the logic behind this makes sense, as My Emma is doing exactly what I asked it to do). With that in mind, how do I add multiple selections to a multi-select contact field (I'm using excel)? Duplicates of the same contact field are not allowed, so is there some other way (a semi-colon or a comma) to add multiple selections? 

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Posted 4 years ago

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Photo of Laura Dickerson

Laura Dickerson, Official Rep

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Official Response

Emma will always take the most recent information from a file if "Add and update" is chosen. To have the system recognize multiple selections for a contact field, the file would need to have the information in that file in the following formats: 
  • For Checkbox menus, make sure each option is separated by ':::' (three colons, no spaces). For a menu of favorite pizza toppings, the options in your spreadsheet might look like this: cheese:::sausage:::onions.
  • For Dropdown and radio button menus, make sure your Excel file's options match your dropdown menu options exactly. 'New York' won't match up with 'NY' and needs to be converted prior to import. Also make sure your options don't contain more than 200 characters of text apiece.
  • For Select multiple fields, make sure each option is separated by ':::' (three colons, no spaces).
There are quick, easy ways in Excel to change the formatting of an entire column of data. Be sure to use Microsoft Excel's help section if you're not sure how.  I hope that helps!