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Bulk Update Existing Records via Import CSV

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Overview

When updating existing data in Reevo, the system needs a way to identify which records to modify. You can do this in one of two ways:
  1. Reevo Record ID – a unique identifier assigned to every record in Reevo.
  2. External Identifier – a non-Reevo value used to match records, such as Account Name or Primary Email.
Both methods use the same CSV import process; the only difference is the identifier used to locate the existing records.

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Option 1: Update by Reevo Record ID

  1. Export Records from Reevo First, export your existing data from Reevo to retrieve the Reevo Record IDs for the records you want to update. You can do this from the relevant object view (e.g., Accounts, Contacts, Opportunities) using the Export option.
  2. Prepare Your CSV In your CSV file:
    • Include a column for Reevo Record ID (this is how Reevo matches existing records).
    • Add the fields you want to update as additional columns.
  3. Start the Import Go to Settings → Imports → New Import, select the appropriate object(s), and upload your CSV.
  4. Set Conflict Resolution In the import settings, choose Update existing records by ID only under Conflict Resolution. This ensures Reevo updates records based solely on their unique ID.
  5. Map Fields During mapping, you’ll see Reevo Record ID listed as a required field. Map it, then map the fields you’re updating.
  6. Process the Import Proceed with the import. Reevo will locate each existing record using its ID and update the corresponding fields.

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Option 2: Update by External Identifier

Each object in Reevo also supports external identifiers — fields that can be used to locate and update records when Reevo Record ID isn’t available. Examples include:
  • Accounts: Account Name
  • Contacts:
    • Contact Name (Full Name) OR First Name + Last Name AND one of the following:
      • Primary Email
      • Primary Phone Number
      • LinkedIn URL
When you upload your file, Reevo will indicate which identifiers are valid for that object. Follow the same process as above:
  1. Include one of the supported identifiers in your CSV.
  2. Add columns for the fields you want to update.
  3. During import, set Conflict Resolution to Update existing records.
  4. Map the identifier field along with your update fields.
  5. Submit the import to process your updates.
Note: The Reevo Record ID is always the most precise way to update records. External identifiers can be useful for convenience, but may be less reliable if duplicates or incomplete data exist in your system.