Updating Customer Address Details
To update the address of a customer, you can use the importing feature on the Contacts screen. See the steps below.
NOTE: Please note the the file needs to be in CSV format to successfully import file.
Navigate to the Contacts screen.
Click on the Customers tab and choose Import Customers from the bottom of the screen
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. Make sure to keep the Customer selected
From here you can then drag your CSV file to the Import Fields column and the file headings will then appear.
Match the fields to the Field Matcher.
Please only drag across the Customer name and the fields necessary to the Field Matcher depending on what you need. Continue by dragging across all the headings you would like to use from the excel.
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.
Before importing, make sure the Update Customer Info Only check box is selected and then click on the Import button.
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.