Customers - Data Import - General - Update

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

Tip: Please note that it is currently not possible to update customer addresses and contact details in bulk. These will need to be updated manually.

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

Tip: 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

#Make required amendments

#Save amended .csv file somewhere on your computer ready for import

#From Customer dropdown menu select Data Import - General

#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

#From Import Data popup click [OK] to import all changes

#Success!