> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/integrations/psa-integration-guides/autotask/mass-updating-user-defined-fields-udfs.md).

# Mass Updating User-Defined Fields (UDFs)

***

### Step 1: Filter for Active Contacts with Emails

* Navigate to the Contacts module in Autotask.
* Apply the following filters:
  * Status: Active
  * Email: Enter @ in the filter field to return only contacts with an email address.

Once the filtered list loads, confirm that it includes only the contacts you want to evaluate.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeX61PBxHY6Ivy4k0Tj6cp7fKNO82YZ9aiSk98-BVwB-el-0DNgQhLnN_bSsKdo_UogT2Ac7pnSV2VUsTOnTs2xKf4ui1yG9_D56Az7peJ2JNW0qI7GtJ9rlN9_UnJAsKlsL78zUg?key=EUTY1brW_DLqzf0I55RHmw" alt=""><figcaption></figcaption></figure>

### Step 2: Export Contacts in Import Template Format

* Click Export > In Import Template Format.
* This ensures the export file is formatted correctly for re-importing after edits.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcEzuWrNcruC6MGYPDHBz7BEK_IhbDmDQ6VYHWZPuk5M4ED9adWfDZT7bWuEmMlvsIwy_Os6weSL8MWAIPmIvYzys9ZzewCBJ3U2pV2oqiEBOqqar2eXl2NtDf0Sd--AIV1mUTrFA?key=EUTY1brW_DLqzf0I55RHmw" alt=""><figcaption></figcaption></figure>

### Step 3: Edit the UDF in the CSV

* Open the exported CSV.
* Locate the UDF and update the UDF column(s) for only the contacts that need changes by populating in Yes.
* Remove any rows that don’t need to be updated to avoid accidental changes.

{% hint style="info" %}
Note: This is a good checkpoint to confirm you're only including intended updates.
{% endhint %}

### Step 4: Re-import to Autotask

* In Autotask, go to Admin > Features & Settings > Import tool.
* Upload your edited CSV under File\*
* Under If a match is found, select Update existing contact.
* Double-check the field mappings before clicking Import.
* Once the import is successful, validate a few updated contacts to confirm the changes applied correctly.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd14QHhyltlsuM-_iqnX8ScxRqaJgeQFX7_6mv2Bz515p4p_ZIxIHsQ5G0iUAo8H7GZL4BhZQ8QCcCEldDc3N0fWZw7hOHBt7XdTWU7n2bnV4Y9uB79n__AA6OtwOldcmLkdWR6KQ?key=EUTY1brW_DLqzf0I55RHmw" alt=""><figcaption></figcaption></figure>

### Step 5: Update Filters in Alternative Payments

After the import is complete, go to [**Integrations**](https://app.alternativepayments.io/dashboard/integrations) **> Manage Filters** on your Autotask integration and confirm the UDF filter value matches exactly (case-sensitive).

<br>


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