Customers - Data Import - Update

Select Customers and fields, export them, amend details and import back into Zedonk to update

Ensure the data fields you wish to amend are visible on Customer List View

In the example below, all Customers records selected will have Account Code updated

From Select / Move / Filter ensure Account Code is selected. Apply any other filters required and select [OK] to confirm

Select all Customers, or tick specific Customers you wish to update

Once selected, click [x Selected] and [Export CSV] to download .csv file of data on screen

Open .csv file to view all data displayed on List View

Select file or Drag and Drop amended .csv file and click [Next]

First screen validates headers, click next to continue

You see final validation screen to review proposed changes to data, once reviewed, click [Import Data] to import all changes

Success!

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