I occasionally need to import a list of email addresses solely for the purpose of tagging existing contact records. I need to guarantee that email addresses in the import list but not already in my InfusionSoft contacts will not end up in the system and also guarantee that I have not modified the email status on any of the contacts that are merged.
What I’ve been doing works, but it is very time consuming when the number of contacts to be merged is large, as it often is.
What I do now is
- Find and merge current duplicates so that I start with a clean slate.
- Import and tag
- Check for and merge duplicates choosing “only adding new data not overwriting old”.
- Then delete any imported contacts with creation date set to the day of the import—that will be the list of addresses not previously in our system.
Do you ever need to do something like this? Have you come up with a better way?