Updating Customers by CUSTOMER # using Customer Importer
The below steps will walk you through how to update your customer data using the CUSTOMER # field in the system.
Need to ensure that there is a customer # field on the financial tab before importing. If there is no field here you can’t import using this option.
If the CUSTOMER # field is not filled in your system or not the best field to use to update to, you can import by using the CUSTOMER GUID. Please follow this help doc here to guide you through.
Steps to walk you through:
First step is to search your customers. Click either OPEN ADVANCED SEARCH and use the filters there that are available or hit ENTER in the search box and wait for them to come through.
Once the customers have been searched, click EXPORT CUSTOMERS at the bottom and drag the relevant fields across. Please drag CUSTOMER, CUSTOMER NUMBER and then any other field you are wishing to update for example, TAX.
Click EXPORT at the top once done.
Update your excel as needed and save as a CSV.
Once your CSV file is updated, click IMPORT CUSTOMERS and select UPDATE CUSTOMER BY CUSTOMER # at the top
Drag the excel file on the left hand side and the fields should appear under IMPORT FIELDS.
Drag all your fields across and match as needed.
The goal is to ensure that all fields are matched.
Once your happy with the matching, click IMPORT and then wait for your data to be updated.