How do I update a contact's customer_id?

The customer_id field can only be updated through a CSV file upload using signalvine_id to identify existing contacts. While the signalvine_id is visible in each contact’s profile, we recommend starting with a contact data export to easily gather all contact information into a single file.

For more information on exporting contact data, click here.

When and Why to Update customer_id

Updating a contact’s customer_id is commonly required when:

• A student or constituent ID changes in your SIS or CRM

• Records are merged or corrected in a source system

• Contacts were initially imported with temporary or placeholder IDs

Keeping customer_id values accurate ensures proper syncing, reporting, and integration with connected systems.

Update Customer IDs via CSV

Step 1: Create the CSV File

You will need a .csv file with the customer_id and signalvine_id. You can create your update file in one of two ways.

Option 1: Start from an Export

1. Open the exported contacts file. Learn how to export your contact file here.

2. Remove any contacts that do not need their customer_id updated.

3. For the remaining contacts, update the values in the customer_id column to the new customer IDs.

4. Delete all unnecessary columns. The only required fields are:

   • signalvine_id

   • customer_id

5. Save the file as a CSV.

Option 2: Create the File Manually

1. Create a new file with two columns:

   • signalvine_id

   • customer_id

2. For each contact, enter the contact’s signalvine_id and new customer_id in a new row.

3. Save the file as a CSV.

Step 2: Upload the CSV File

1. In Message, select the Programs tab.

2. Select the Import Contacts tab.

3. Choose the appropriate program from the left-hand menu.

4. Click Upload File and upload your CSV file. 

   

5. Uncheck Import new contacts, and check Update existing contacts.

6. When the list of profile fields appears select customer_id.

   • If your CSV includes additional columns, you may also select those fields as needed.

7. Choose an error setting:

   • The default option imports the file only if no errors are found.

   • The alternate option runs the file even if errors occur and provides details on skipped rows and reasons.

8. Click Start Import. 

   

    

   Once the import is complete, a summary will display the number of updated contacts and any errors encountered.

Important Notes Before Importing

• Each customer_id must be unique. Duplicate customer IDs may cause data conflicts or import errors.

• Always confirm that each signalvine_id correctly matches the contact you intend to update.

• We recommend testing updates with a small batch of contacts before importing large files.

• Customer ID changes may affect downstream integrations and reporting—coordinate with your technical or data team as needed.