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Hot Tip: I forgot to add a code to my import

Article ID: 762
Last updated: 07 Mar, 2010


Hot Tip: I forgot to add a code to my import!


If you aren’t familiar with our import tool, you should check it out. It allows you to import records from a .csv file into the database completely free of charge. This allows you to add more data without having to wait or pay for an upload. It’s fast and simple, take a look at our HelpFile on how to import records here:



If you’re using the import tool, you might have forgotten to add a code to your import. For instance, you uploaded the candidate’s High School Contacts list. Once you uploaded it into the system, you realize you forgot to add the code “High School Buddy.”


  1. Find out who was the first and last contact on your list. Look up their new individual record in the system and write down the record ID number (you'll find that at the bottom of the screen).

  1. Go to Reports > Custom Reports.

  2. Use the following query:
    General Record ID # is equal to or greater than <<First Rec ID>>
        and Record ID # is equal to or less than <<Second Rec ID>>

  3. As your export method, select Type: Data Updates, Format: Add/Remove Code.  Click Submit Query.

  4. In the new screen, you will be asked to which code you would like to add. Select High School Buddy and click Set Code. You should get a message stating that your code has been added to those records.

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Article ID: 762
Last updated: 07 Mar, 2010
Revision: 1
Views: 388