As per the title, has anyone been able to update the “Account” fields in bulk? The only way I was able to create the Accounts in bulk was to upload a list of Contacts, with the “Account (previously Organization)” field as the Account name. This created a new account and added that Contact to the Account. But now I want to be able to update the Account details in bulk.
With over 6000+ Accounts, I do not wish to do this manually, it is would be impossible to maintain.
We are currently using Segment.com to update the contact details, so the ideal solution would be to push through the Account fields via Segment. I have created everything, and I have even ensured to name the field personalisations the same name as the Segment trait name - but still no dice.
Anyone had any luck doing bulk uploads any other way?
I’ve been able to mass update Account fields by using Zapier. Not an ideal solution, but it worked. I am still interested in learning how to export accounts as through a migration, I ended up with duplicate account records and have no easy way of identifying them.
To update the “Accounts” field in bulk, you can do this by uploading a CSV file and then doing a contact import via the CSV file to map your “Accounts” column in the CSV file to the “Account (previously Organization)” field. When you are updating the existing contacts, you will need to make sure to click on the checkbox at the bottom of the import page, which says “Update existing contacts while importing”.
For more detailed instructions on how to perform the imports via CSV, please check out these help articles here:
If you’re having issues with the “Accounts” field not updating from the import or the integration between ActiveCampaign and Segment.com, please reach out to our Support team so that we can further investigate.
