CSV Import to Update Contacts to Inactive

Scenario

The user would like to set the contact records to ‘inactive’ if their email addresses are not valid.

Solution

Create a CSV Import File with the following columns:
  • Internal ID 
  • Inactive (Set to Yes)
    Note: Enter the Internal IDs of the Contacts that will be set to inactive and the Inactive column of each line is set to ‘Yes’ on our csv file.
  • Navigate to Setup > Import/Export > Import CSV Records.
  • Import Type  = Relationships
  • Record Type  = Contacts Only
  • Character Encoding  = Western (Windows 1252)
  • Select One file to upload (CSV created above)
  • Hit Next
  • Data Handling = Update
  • Hit Next
  • Map the following fields: Internal ID  = Contact: Internal ID
  • Inactive  = Contact: Inactive
  • Hit Next
  • Enter an Import Map Name
  • Click Save & Run

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