Let's assume that you exported an Excel list from your system, then filtered it and now you want to remove the remaining records in your Excel list from your database.
(Alternatively, you might want to just modify them. The process is exactly the same but for the purposes of this article we'll just speak to removing them.)
Prerequisites: You have an Excel list with the records that you want to modify/remove are listed WITH their IDs in the first columns, named 'buid'. This is the way the file was originally exported so there should be no reason to change this unless it was modified. te system only needs the id column (buid) to know which records to modify. There is no reason to remove the other columns. The system will ignore the unneeded data/coumns.
Steps:
- navigate to Manage Data
- click Manager and Clean Data
- click Mass-Edit Existing Data
- select Contact ID Numbers
- browse to and select your target file
- in the 'Edit Details' section, you will mark your records accordingly.
- To delete the records in the Excel file, click the dropdown for 'custom codes' and in the System category, select Dupe/Delete. This will mark all records in the excel file with the code for Dupe/Delete. (please note that this step only marks for the record for deletion. A second process is required, below).
- Once you have selected your file, and selected Dupe/Delete, click continue. This will modify all the records in the Excel file with the selected flag (in this case Dupe/Delete)
Now remove the records.
A secondary process is required to fully remove the records from the database that have been marked with 'Dupe/Delete'.
- navigate to Manage Data
- click Manager and Clean Data
- select Manage records flagged for deletion
- records marked with the Dupe/Delete code should be displayed (up to 100 at a time)
- select any/all records to confirm they are to be deleted. Alternatively, select 'remove all' at the top. This function will display and remove up to 100 records at a time.
- Continue this process until all records are removed