Updating Customer Contact Details

To update the contact name and number listed on a customer you can use the importing feature on the Contacts screen. See the steps below.

To begin, you will need to format an excel spreadsheet with the contact information you are updating. See the excel requirements below:

• Import must be done by either the customer name or number

• The customer name cannot be duplicated - If you have duplicate customer names it would be best to import by using the customer number

• The headings of each column must be unique.

• The file must be saved as CSV

• If importing a number figure it cannot include a decimal, negative, percentage or $

• Make sure there is NO blank row at the top and that the column headers are in row 1

• The filters need to be removed

• If importing a phone number it needs to be set out in the correct landline and mobile number format i.e. 03 0000 0000 and 0400 000 000

See an example of an excel being imported to update the contact information only.

Open

1. Go to Contacts Screen
   
   

   Open

   

    

2. Select the Import Customers button at the bottom of the screen
   
   

    

3. Once the Import Customers button is selected the importer will open in a pop up window. It will open with Customer populated in the Customer Type drop down, this will need to be changed to Contact so that only the contact information is updated.
   
   

    

4. Selecting Contact from the drop down menu will change the Indigo8 Import Fields so that they are specific to contact information only. From here you can then drag your CSV file to the Import Fields column and the file headings will then appear.
   
   

    

5. This is where you will indicate if you are using the customer name or number to import the contact information. If you have both on your file, please only drag across either the name or number to the Field Matcher depending on what you need. Continue by dragging across all the headings you would like to use from the excel.
   
   

    

6. Once you have dragged the Import Fields to the Field Matcher you will need to match the Indigo8 Import Fields by dragging it to the corresponding Field in the middle column.
   
   

    

7. Before importing, make sure the Update Customer Info Only check box is selected and then click on the Import button.
   
   

    

8. Once the import is complete a new pop up will appear with the Import Summary. Here you will be able to see if your import was successful or unsuccessful. It will let you know the particular details that weren’t uploaded successful.
   
   

   
   
   

9. If you want to update this particular field which is if you want to invoice. Please just put the word YES for the contact you want the sales orders and invoices to be sent to