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Edit multiple customers with an import template

This article applies to:CertCapture

If you need to edit the address or contact information for many customers at once, learn how to update customers with an import template. You can choose to update all fields by using the import template as-is, or update only specific fields by deleting the columns that you do not want to update.

Before you begin

  • Import files larger than 50 MB or with more than 40,000 lines can't be imported
  • Column header titles cannot be modified
  • If you add a customer number to a template and that customer number already exists in CertCapture, data in the spreadsheet will override existing information for that customer

Steps

  1. In CertCapture, go to Customers > Import Customers.
    The Import Customers page opens.
  2. Download an import template:
    • Download the Basic Information template if your accounting software stores customer billing records and shipping states under a single customer number.
      • Each row in this template contains that billing customer's details and a field for the state where their goods were shipped. If a billing customer ships goods to more than one state, duplicate that customer row and update the Shipping Customer State field.
      • Use this table as a guide.
    • Download the Full Information template if your accounting software stores customer billing records and shipping records under separate customer numbers.
      • Each row in this template contains a billing customer's details and corresponding shipping customer's details, so you'll need more information for both. If the billing customer has multiple shipping addresses, duplicate that customer row and update the shipping details. Don't forget about the shipping customer number!
      • Use this table as a guide.
  3. Open the spreadsheet file you downloaded.
  4. Enter the customer number in the Billing Customer Number field (column A).
    If you need to edit the customer numbers, refer to this guide.
  5. Enter the other customer information in the spreadsheet.
  6. Optional: Delete any columns that you do not want to update.
    • If you import a blank column, CertCapture overwrites the field with blank data. If you do not want to update a specific field, delete the column from the spreadsheet.
    • For example: If you need to update only the customer email addresses, delete all columns except the Billing Customer Number and Billing Customer Email columns.
  7. Save your spreadsheet.
  8. On the Import Customers screen, select Choose File and then select the spreadsheet from its location on your computer.
  9. Select Upload, and then select Import Customer Data to begin the upload.
    You'll receive a confirmation email when it's done.

After you receive the confirmation email, search for any of the customer records you just edited to confirm that the customer details are what you expect.

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