- Vend for Mac or PC
- OpenOffice or Excel
- In Vend, click on Customers
- Click on Export List
- Open the CSV file
- Edit the fields you wish to make changes to
- Save the file
- In Vend, click Import Customers and select the CSV 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 Vend.
- 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: