If you are updating existing contacts within GrowthZone using the Import Contacts tool, you MUST include Account Numbers in your import file, as this is how GrowthZone matches the contact in the file with the contact in the database.
Once Account Numbers are set up (and Enforce Account Number Uniqueness is enabled) in GrowthZone, you will need to export them and match them to the contacts in your import file. The following are the recommended steps:
- Run a Contacts Report in GZ that includes names, emails, and account numbers.
- Export that report to Excel.
- Add the new import data to a separate sheet in the same Excel file.
- Use the XLOOKUP function to match names or emails from the import sheet to the exported list, and automatically fill in the corresponding account numbers.
Tip: The formula for XLOOKUP will look something like this:
=XLOOKUP([@Email], Contacts!B:B, Contacts!C:C, "")
Where:
-
[@Email]= the email in your import sheet, —— My example I use D2 for the email column -
Contacts!D:D= the email column in your exported list, and -
Contacts!C:C= the account number column in your exported list.