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Updating and Maintaining Contact Lists

  • December 16, 2025
  • 1 reply
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kbowers
Level 2 ●●
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Has anyone found a way to automate updating a contact list (adding or removing contacts) based on changes that occur in a Directory? For example, we have an API running that adds new students as they enroll, and we would like to keep a contact list up to date with those new students included in a way that avoids manually updating it. We don’t want to keep an external file updated and use Google Drive or an SFTP, since we already use API to keep our Directory up to date with our Student Information System. 

Best answer by vgayraud

Hi,

If I understand correctly your explanations, you seem to be using the Create Directory Contact API to add new students. Using the Create Transaction Contacts Import might be better, since it would allow you to add them to a mailing list at the same time.

If you can’t change your API setup, I think you could achieve it with a directory workflow triggered by an Experience ID Change Event and running a Update XM Directory contacts Task.

1 reply

vgayraud
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  • vgayraud
  • QPN Level 7 ●●●●●●●
  • Answer
  • December 17, 2025

Hi,

If I understand correctly your explanations, you seem to be using the Create Directory Contact API to add new students. Using the Create Transaction Contacts Import might be better, since it would allow you to add them to a mailing list at the same time.

If you can’t change your API setup, I think you could achieve it with a directory workflow triggered by an Experience ID Change Event and running a Update XM Directory contacts Task.

Vincent Gayraud - https://www.linkedin.com/in/vincent-gayraud-790344116/
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