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Updating Customer Contact Details

Updating Customer Contact Details

Indigo8 Enterprise allows you to import customer contacts. This document outlines the process for importing customer-contacts data into the Customers section of Indigo8 Enterprise.

There are two steps to this process:

  1. Create an Excel file containing your customer details, ensuring it meets the specified format and requirements.

Below are two important rules for preparing your contact file for importing:

Rule #1: The file must include a header line. This means that the first row in your file should describe the content of each column. For example, "Customer Number, "Contact First name", “Contact Last name” can serve as headers. You have the flexibility to include as many columns as needed.
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Rule #2: The file must be saved with a .csv extension. When saving your file, please select ".csv Format" from the dropdown list before clicking "Save."
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  1. Import the prepared Excel file directly into the system.

  2. Ensure that the customer exists in the system before updating their contact information. Please refer on document “Importing Customer” if you do not have customer imported yet in your system.

  3. You can see that there is no Contacts available in Customer.

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Step By Step

  1. Click on arrow and select Contacts

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  1. Make sure that you are in the customers tab.

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  1. At the bottom of the screen, click the “Import Customers”

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  1. A new window will open. Change the dropdown to Contacts, and drag your contacts file into the panel on the left-hand side of the screen, and the names of each column will automatically upload in that space.

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Note : If you have chosen the incorrect file, simply click Clear File button and drag the file on again.

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  1. When mapping your fields, drag the desired field from the left panel into the middle panel, placing it to the left of the arrow. Next, drag the corresponding matching field from the right panel into the middle panel, positioning it to the right of the arrow.

For example, if you have a "Customer Number" field in your contacts file, you would assign it to the "Customer #" field in the Contact.

Note: You can use either the Customer Name or the Customer Number to match for the update — not both.

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Here are a few important points regarding the import function:

  • If you make a mistake while dragging fields to the middle panel, simply click on the item and drag it back to its original position to remove it from the middle panel.

  • In the middle panel, ensure there is one item on the left side of the arrow and a matching item on the right. The import function will not work if this is not done.

 

  1. Click Import Button.

  2. Once the import is successful, a window will open displaying a summary of the newly updated customers contacts.

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When you check the customer contacts it should show you the 2 contacts added under the customer name

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