How can I edit Customer details via a spreadsheet file?

Setup

  • Retail POS for Mac or PC
  • OpenOffice or Excel

Steps

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

 

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