I wanted to mass update the Lead Source for a number of contacts in the database.
I have tried two methods:
Using csv file
Using this interface from Admin > Data Cleanup > Modify Existing Records, I uploaded a csv file with updated values into Infusionsoft and matched the existing records based on InfusionsoftID. I noticed other fields have their value updated, but Lead Source field remained unchanged.
Using a Campaign
In a Campaign, I used Set Field Value Process to update Lead Source value. I have the “Overwrite existing field value” checkbox ticked. I assigned a trigger TAG to send contacts to this campaign. Again, the Lead Source field value wasn’t updated.
Is there a way to mass update Lead Source for existing contacts rather than manually updating? I have more than a thousand records needed to be updated.