Bulk Update Custom Fields Data
Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over a week ago

Before you delete custom fields that will affect all contacts who have that field, consider this alternative!

If it is simply your goal to change the data in a custom field and have it apply to all the relevant contacts, you can take the following actions:

1. From your Contacts tab, create a Segment to search on your custom field. To learn more, please see our Segmentation support article here

2. "Select All" to export these contacts. Your custom fields will export too.

3. In the CSV file, remove the unnecessary fields or change your custom field entry to whatever you desire.
4. Re-import the file into Nimble, and during Step 3 of our Nimble CSV Import Wizard, select "Override existing contact fields with data in the CSV". It's also helpful to select the second merging options for both people and companies, to prevent any duplicate contacts from occurring within your Nimble account:

Now all your contacts with the custom field will set to the new values you created in your CSV file!

Please note, if the Custom Field you are changing is a "select box" Custom Field (the Lead Details fields are an example of this), you will need to ensure that the dropbox values exist in Nimble in Settings >> Data Fields before re-importing your file to Nimble. 

The values in your select box custom field will also need to match the values in your CSV file by letter case. This means that if you have "Trade Show" listed as a value under Lead Source in Nimble, your CSV file will also need to have "Trade Show" listed under your Lead Source column with the capital "T" and "S", or the information cannot be imported.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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