How to add a new data field and data to an existing list | XM Community
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How to add a new data field and data to an existing list

  • 26 October 2023
  • 2 replies
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Userlevel 3
Badge +6

This is a simple task I’m sure but I haven’t been able to track down the method from the online documentation.

I have created a list in the Directory with contact details and some other fields.  (I have since run a survey and populated the list with some of the survey responses) I now need to add an additional field, with (external) data from a spreadsheet, to the existing list (before doing another survey)

What’s the best way of achieving this?

Thanks in advance

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Best answer by Nam Nguyen 26 October 2023, 11:47

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2 replies

Userlevel 7
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@Arthur_Fletcher Make sure you have deduplicate rule in your directory, export your list out with all the data you need. Within that file, add your additional field as column. Thên when you import it back, the data will get update for those contacts that by your ID rule.

Userlevel 3
Badge +6

Hi dxconnamnguyen

 

Thanks for the advice, straightforward if slightly risky.  (It would be nice to be able to add in the additional data directly)

 

Thanks

Arthur

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