If you exported a list from Affinity, made some changes to the values in the CSV file, and would like to import it back into the same list, you can now import by the Affinity Row ID to make bulk updates to a specific row. You should only use this option if the row already exists on the list. Any new rows added without an Affinity Row ID will be skipped with this option.
You can make all the edits within the list itself to eliminate the need for a reimport. However, if a reimport is necessary, matching rows based on the Affinity Row ID will allow you to map to the exact entry that should be updated (this is particularly helpful when there are contacts with duplicate entries in a particular list).
How to import using Affinity Row ID
- Export the relevant saved view within your list. Include all the fields you would like to make changes to within the exported CSV file. Your export will include an Affinity Row ID for each row exported.
- As you download and make edits in the CSV file, make sure the "Affinity Row ID" column header in Column A remains unchanged. Do not edit the Affinity Row ID. Any rows reimported without an Affinity Row ID will be skipped.
- Make the relevant updates in the exported CSV file, then save your changes. In this example, I’ll add different investment amounts in Column G.
- Go back to the exact same list you just exported from.
- Click List Options on the top-right corner, then click Import data.
- If you upload your CSV file and have done the above steps correctly, you will see the option to match rows by Affinity Row ID or do a regular import by matching rows by:
- Website and Name for organization lists
- Email and Name for people lists
- Opportunity Name for opportunity lists
- After choosing Affinity Row ID, you can either choose Add new values or Overwrite existing values. We would always recommend choosing Add new values when uncertain, since this option will only add new values from your CSV file while also retaining the existing values within Affinity.
- Finally, you can map the remaining columns from your CSV file. In this example, I only wanted to map to the Amount column, so I can either leave all the other fields blank or click the Trash icon to remove them.
- Now, click Begin Import and you're all set!