How to change Customer Groups in bulk

Objective

To change an existing Customers Group to a new one using a CSV file.

Setup

  •  Vend for Mac or PC 

Steps

  1.  Navigate to Customers 
  2.  Click Export List 
  3.  Open the file
  4.  Go to the column Customer_Group_Name
  5.  Change the name to the new one 
  6.  Save the file
  7.  Go back to the Customers page
  8.  Select Import Customers
  9.  Upload the file