Bulk Modifications

Encamp offers convenient functionality that allows you to edit your organization-wide Contacts library using an Excel spreadsheet instead of through the user interface. This may be more convenient if contacts need to be edited in bulk, rather than individually.

This article will guide you through the steps to use this feature.

Step 1: From the Contacts screen, click the Bulk Actions button, and then Edit contacts in Excel.

Step 2: Click Download Template, which will generate an Excel spreadsheet template that reflects your organization’s current Contacts library.

Step 3: Once the template is generated, the Excel spreadsheet will automatically download to your computer.

Step 4: Once all changes have been made, upload the modified spreadsheet into the designated area within the Update Contacts page (you may have to repeat Step 1).

Step 5: Review the data you have edited and click Next to confirm the changes.

See the Modifying the Spreadsheet section below for guidance on how to make edits.

After updating, the changes to contacts will be reflected instantly across the organization and within any unsubmitted reports.

The spreadsheet will contain information on every contact in your library at the moment you generated it. This includes:

To edit an existing contact, simply edit the cell corresponding to the row of the contact and the column of the field you wish to update.

To add a new contact, insert a new row to your spreadsheet, filling in all applicable columns.