- Retail POS for Mac or PC
- OpenOffice or Excel
- In Retail POS, click on Customers
- Click on Export List
- Open the spreadsheet file
- Edit the fields you wish to make changes to
- Save the file
- In Retail POS, click Import Customers and select the spreadsheet file
- Editing the customer_code will result in a duplicate customer. We recommend that you edit the customer code directly on the customer page in Retail POS.
- You cannot edit any fields that contain monetary value such as loyalty_balance, store_credit_balance, and year_to_date.
For information regarding Customer Loyalty and Store Credit adjustment: