Updating Stakeholder Data in Bulk

Please note: this functionality is only available to license holders with System Admin access

Inside Tractivity you can export stakeholder data to update and add new categorisations in bulk. This is recommended for large changes as is more efficient than finding each Contact or Organisation and changing information in system one-by-one.

Once the information is imported back into the system, the changes you've made will show straight away.

You can find our User Guide to explain this step-by-step here.

If you have any questions, please contact your dedicated CSM, or the wider Customer Success team at customersuccess@tractivity.co.uk