Uploading and Updating via Spreadsheet: Field Logic

Additive vs. Replaceable Fields

If a field is additive a new value will just be appended to existing values. If a field is replaceable, a new value will overwrite the existing value.

Additive Fields

• Tags
  • If the imported Tags(s) do not exist, they are added to the list of existing tags
  • Multiple Tags can be uploaded at once, and be split by semicolon or comma
• Email Addresses
  • New Email Addresses are added along with existing email addresses
• Phone Numbers
  • New Phone Numbers are added along with existing phone numbers
• Key Facts
  • New Key Facts are added along with existing Key Facts
• Custom Fields
  • Each Levitate account can have multiple Custom Fields, so unless the value of the Custom Field itself is replaced via spreadsheet import, a new Custom Field will be created along with existing Custom Fields
• Company Phone Numbers
  • New Company Phone Numbers are added along with existing Company Phone Numbers
• Company Tags
  • New Company Tags will be added to the list of existing Company Tags

Replaceable Fields

• First Name, Last Name
• Job Title
• Company Name
• Bio
• Website
• Legacy CRM ID– can only be updated if the Levitate ID (the unique identifier created for each contact when created in Levitate) is on the spreadsheet too
• Additional ID
• Owner ID
• Creator ID
• Address
  • The imported address will override the existing address– there can be a Work Address and a home address per contact
• Company fields– Company Name, Company Website, Company Lead
  • Most company fields will be overwritten by newly added values
• Connection List
  • The imported value will replace the existing list
• Primary Email Address
  • If the column head is specifically Primary Email Address, any Primary Email Address fields existing will be replaced

Special & Conditional Logic

• Remove Tag
• Remove Email
• Remove Phone Number
  • The above fields will remove specified values listed
• Key Facts
  • If a Key Fact of the same type exists, it may be replaced or merged– depending on the Key Fact type or deduplication logic

Quick reference: