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Overview

You can update existing records in Reevo in bulk by importing a CSV file. This is useful for correcting field values, filling in missing data, or syncing information across a large set of contacts, accounts, or opportunities without making changes one at a time. Reevo needs a way to identify which records to update. You can either provide Reevo’s own record ID for a precise one-to-one match, or use a recognizable field so Reevo can find the right record automatically.

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Before You Begin

Before starting your import, reach out to your Reevo account team to coordinate. Reevo reviews all CSV imports before processing to ensure data quality and accurate field mapping.

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Step-by-Step Instructions

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Option 1 - Update by Reevo Record ID

This is the most reliable method and works for all object types - contacts, accounts, and opportunities. Because the Reevo Record ID is unique to each record, there is no risk of Reevo matching the wrong one.
  1. Navigate to the relevant object view - Contacts, Accounts, or Opportunities.
  2. Click Export to download your records. The exported file will include a Reevo Record ID column for each record.
  3. In the exported file, add columns for the fields you want to update and fill in the new values. Do not modify the Reevo Record ID column.
  4. Share your prepared file with your Reevo account team. They will review the mapping and submit the import on your behalf.
Important notes:
  • This mode only modifies existing records - it will not create new ones. Any rows where the Reevo Record ID does not match an existing record will fail.
  • This is the only supported method for updating opportunities.

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Option 2 - Update by External Identifier

Use this method when you do not have Reevo Record IDs available. Reevo matches records using a recognizable field from your CSV. This option is available for contacts and accounts only.
  1. Prepare your CSV with one of the supported matching fields for your object type (see table below), plus columns for the fields you want to update.
  2. Share your prepared file with your Reevo account team. They will review the mapping and submit the import on your behalf.
Matching fields by object:
ObjectMatching field
AccountDomain name OR Account name
ContactPrimary email
OpportunityNot supported - use Option 1
Important notes:
  • This mode will create new records for any rows where no match is found. If you only want to update existing records without creating new ones, use Option 1 instead.
  • For contacts, matching is done by primary email only. Make sure email values in your CSV exactly match what is stored in Reevo.
  • If your data contains duplicates, Reevo uses the first match found. Review your data for duplicates before sharing your file.

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Troubleshooting / FAQs

Export your records from the relevant object view using the Export button. The exported CSV includes a Reevo Record ID column for every record.
In Update mode, any row where the Reevo Record ID does not match an existing record will fail - it is not skipped silently. Check that your IDs were copied from a recent export and have not been modified. In Upsert mode, check that your matching field values exactly match what is stored in Reevo.
Opportunities do not have a unique external field that Reevo can reliably use for matching. Use Option 1 with the Reevo Record ID to update opportunities.
No. Only the fields included as columns in your CSV will be updated. Any fields not present in your file will remain unchanged.
Yes. Custom fields appear in the field mapping step and can be updated using either method.
There is no automatic undo for imports. Your Reevo account team will review your file before processing, but it is still good practice to test with a small sample first.