Skip to main content

How to correct customer files in InputKit

Find out how to edit your customers' information on InputKit.

Anne-Marie Roy avatar
Written by Anne-Marie Roy
Updated this week

This article is for users who are sending manually with CSV files. If you notice any errors in the names or titles of your customers and your sendings are automated, please write to us in the chat.

When sending manually, it is important to make sure that the correspondence is correct when validating this step. If there is an error in the correspondence, the information will remain in the customer's file, even if the correspondence is made correctly during the next shipment.

If you find errors in the order of the names of the customers, for example: "Smith Jack" rather than "Jack Smith", it is necessary to modify the information in the card of the customer.

How to modify customer records in the InputKit platform?
​

1.Click on the "Customers" section in the left menu.

2. Check your customer list and when you find a name inversion, click on the file to open it:
​

3. Modify the incorrect information in the file and click "Save":

4. The changes will be immediate and the order for the first name and last name will be the right one for your next sending!

Fix the title (Honorific) before sending

If the title (e.g., Mr., Ms., Dr.) is missing or incorrect, you can fix it before sending so greetings display properly in messages and replies.

Case 1 — Manual sendings (Excel file)

  1. Open your recipient Excel file.

  2. Add a column named Honorific (or Title / Civility).

  3. Fill this column with the appropriate value for each contact (Mr., Ms., Dr., etc.).

  4. When importing into InputKit (Sendings → Send many), map this column to Honorific / Title during the field-mapping step.

Tip: keep this column in your Excel templates so you don’t have to recreate it each time.

Case 2 — Automated sendings CRM (e.g., HubSpot)

If your contacts come from a CRM, make sure the honorific field exists and is populated at the source.

Example in HubSpot:

  1. Open the contact record.

  2. In About this contact, click Actions → View all properties.

  3. Click Add properties and search for “Salutation(s)”.

  4. Add the Salutation property to your record, then enter the value (Mr., Ms., Dr., etc.).

  5. Save. Future sendings will automatically use this salutation.

Important: after adding or editing the salutation in your CRM, ensure the sync with InputKit is active so the information is used for sendings.

If you have any questions, feel free to reach out to us via chat.

Did this answer your question?