> 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)

Here’s our guide on mass-updating the appropriate contacts with the correct user-defined field (UDF) in Autotask to ensure only the contacts you want will sync

***

### 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>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.alternativepayments.io/integrations/psa-integration-guides/autotask/mass-updating-user-defined-fields-udfs.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.