Updating bulk customers are now possible via import. Sometimes you may find that you need to refine certain information about your customers in bulk instead of manually (one by one).
You will need to provide us with the customer ID if you would like to update via import
- Click the Customers icon on the side menu bar
- Identify which customers you would like to update:
- Export or download the relevant customers (either by clicking on the checkbox and using "export selected" or using the filter and "export filtered view" in table actions once the filter is on)
- CSV will be downloaded with the customer_id column as the first column (Make sure not so edit any part of this id)
- Edit any information you would like to update. Kindly refer to the accepted fields and format at the table here
- Make sure all required fields are filled up
- Make sure the value of the fields are in the correct format (eg. number fields contain numbers)
- Save your csv under another name (so you won't get mixed up)
- Click on the ▼ arrow next to the New customer button on the top right-hand corner, click Import customers
- Upload your csv file
- Click Attach File
- Click Import