Bulk Updating Customers or Suppliers

How to Export Customer/Suppliers

There is an explanation of the customer/supplier fields in the PDF attached to this document

Managing bulk updates is in Admin > Customers > View Customers.

 

 

Show filters on the top right hand side of the screen under your username.

Choose the ‘Site’ the information you need is linked to if applicable

 

 

Choose the ‘Type’ whether it be Customer/Supplier/ Freight Company/ Lead which you want to

updated

Choose ‘Groups’ if applicable.

 

Once you have selected the filters you require, from the Activity bar you can choose what you would like to export; Contacts/ Addresses/ Customers/ Sales Order Forms.

**You can choose to tick the ‘Active Only’ box to only export active details.

 

How to update via exported files

For example:

 

If we want to update the Customer’s Account Manager. Choose the customers tab which will automatically start an export of a CSV file.

 

 

 

Open the downloaded file and edit the ‘Account Manager’ column.

 

 

After you have made the required changes, save the updated CSV file into your documents.

 

From the menu bar go to Admin > Customers > Bulk Customer Upload.

 

In the Customer Upload screen, choose the option ‘Customer Bulk Upload’, make sure it relates to the correct ‘Site’ and ‘Customer Type’.

 

 

 

Choose the updated file from your documents.

 

 

 

Then click on the ‘Create and Update Customers’

You can then go back into the customer details and see the update.
Before and after spreadsheet upload.

 

 

 

 

• Related Articles

• Creating and Updating Customers and Suppliers via CSV

  The process for bulk uploading or updating Customers and Suppliers is the same. Where ‘Customers’ are referred to below, you can substitute ‘Suppliers’ or ‘Freight Company’ as required. They must be uploaded in separate CSV files with the correct ...

• Stock/Item Bulk Cost Update

  IQ offers the ability to do Bulk Stock Price updates after your stock has been uploaded into IQ. REMEMBER - this is after your stock catalogue is loaded This is typical if you are receiving per 1000 pricing from your paper supplier and need to change ...

• Bulk Upload IQstore Items

  IQ Store Items can be created and modified in bulk using the sales item import / export options on the IQStore Admin screen toolbar. Download the CSV Selecting Import from the drop-down menu will open a file selector to select the CSV for upload. The ...

• Edit Customer

  This is where you can view all customers and suppliers you have entered into printIQ. All this is managed from Customers > View Customers.       The following box will appear:       From here you can click on the customer name to open up the customer ...

• Bulk Updating Stock Pricing

  How to update your stock pricing using the stock price update spreadsheet. Step 1: In Admin / Configure Factory click into your stocks and search for the supplier stocks that you would like to update.       Step 2: Export the displayed stock list ...