A CSV file of contacts uploaded to CX will be saved as a Customer List. You can delete any Customer Lists you no longer want in several areas of the CX platform.

Deleting an existing list: 

To delete an existing Customer List:

  1. Click on Settings at the top of your CX account
  2. Go to Customer Lists
  3. Click the X  to the right of the list you want to delete

You can also click on an individual list, and from that page, click the Delete List button.

Deleting a List during the upload process: 

During the CSV upload process, cancelling the import or mapping will remove the list from the account:

After a CSV has been uploaded and mapped, clicking the red X next to it will remove it from the survey launch, but will not delete the list from the account

Editing Customer Lists: 

While it's not possible to edit a Customer List, you are able to update information by uploading a new list. The new info contained in the CSV will override any Custom Data attached to the existing contact. 

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