Updating Customers by GUID using Customer Importer

Importing by GUID is an easy way to update your cusomer information. This particular field is a field that is unique field stored in the database - cannot be seen on the front end. Below are the steps to walk you through it.

If you are wanting to import by CUSTOMER #, which is a field on the customer card > financial tab > customer # field, please follow this link.

Please note, this field needs to be entered in before you using this option.

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Steps to walk you through:

1. Go to CONTACTS
   
   

2. Then click OPEN ADVANCED SEARCH and do your initial export of what you need.
   For example, if you want AUD customers, select AUD on the left hand side and click SEARCH
   
   

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3. Click EXPORT CUSTOMERS
   Drag all the fields you want to update such as TAX and then also drag CUSTOMER (GUID).
   This field is a unique number in the database that we can import against.

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4. Update your excel file as you need it and save it as a CSV. Make sure the CUSTOMER GUID field is present.
   
   

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   5. Go back into the system and tick Update Customer by Customer GUID
   You will notice that the orange field appears which is needed for importing.

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6. Drag the file on the left hand side “IMPORT FIELDS” column
   Match your CUSTOMER GUID field with orange field.
   
   Then match whatever field you are updating such as TAX with whatever field you need on the right hand side also.
   
   Click IMPORT and that’s it!

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