How can I edit Customer details via CSV?


Latest update: - Justin Tso

Setup

  • Vend for Mac or PC
  • OpenOffice or Excel

Steps

  1. In Vend, click on Customers
  2. Click on Export List
  3. Open the CSV file
  4. Edit the fields you wish to make changes to
  5. Save the file 
  6. In Vend, click Import Customers and select the CSV file

Additional Information

  • 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: