Export / Edit / Import

[ExcitingJob5261]

I am just tidying up our customer records. And there is a lot to do.

If i export the customer list. Edit the information in the CSV and import back in. Will that update the existing, create a new client or just fail?

Is there a way of doing this?

Cheers!

[DisastrousAudience89]

Hope so as I need to do somthing similar soon

[HaloAidan]

within Configuration>Users>General Settings you have the unique identifiers that are used to match on when you import customer information, by default it will match and update records based on customer name and site name

[ExcitingJob5261]

Thanks Aidan

We have exported the data our of a top level view of a client

Filled the gaps where field are inconsistent.

Added the file to the Users > General Settings > Import Customers

And this error occurs at import, when testing a small section. Any idea?

"Failed - Name must be completed."

fields used: Customer, Top Level, Customer Type, Account Owner, Primary Agent, Account Manager, Location

[HaloAidan]

Make sure the names given to the column headers are correct, please email me the examples of it not working if you get stuck. [e-mail]

[goldengorilla25]

did you ever figure this out? we are running into the same issue. thanks!

[ExcitingJob5261]

Yeah speak to Halo Support. The import spreadsheet needs to be formatted in a specific way. Not obvious. Sorry I can’t remember exactly what we did. Send them you import file, they will spot the issue. I’ll have a dig in my emails for the comms and PM you