This article is going explain how to use the ChaseData Cloud Based Software Administrator Portal to update leads you have in your campaigns.

Doing this is going to be very similar to importing leads so we will head over to the left menu and choose Data Import and then Lead Import.

Once there you are going to be presented with the same File Upload screen you would normally so choose your settings and select a file. This file is going to be the updated version of the contacts and records you are wanting to update in the system.

Once you have selected your file and your preview of the data is acceptable click the next button and you will be brought over to our field mapping screen.

On the field mapping screen first set the import destination as the campaign you wish to update.
Then select the "Allow Updates" option and select either the same campaign or any other campaigns you wish to update. 
Note: the update is performed based on PrimaryPhone

Leave the Use Advanced Table setting checked if the campaign is indeed using a custom table. If unchecked the only fields that will be updated are the basic default contact fields in a campaign.

You can check against your internal DNC list whilst updating as to not update any row that is on that list.

The No Call State check works the same way and will not update any records that are on your Do Not Call State settings.

Lastly just choose the PrimaryPhone field that was used when initially to import the data and the fields you are wishing to update. It is not necessary to select mappings on all other fields as they will not be altered.

Note if you have any unique rows that do not exist in the campaign it will be displayed on the next screen data verification.

If you would like to add these Non existing leads we recommend downloading them and performing a standard Lead Load into the Campaign of your choice.

The rest is simple all you have to do is click on the Update button and you will be brought to the imported data screen again with a success resolution.