Clients import

Idea suggested by Karolina Jokubaityte 11 years ago

Hello,
We did a mass customer import. However we forgot to include some additional information, i.e. address, email. It would be good if it were possible to import the missing customer information one more time.

1 Reply

Hi Karolina, Thanks for your post. Currently, you cannot do an 'update import' to only import certain bits of information and add these into an existing customer's details. You have to remove the customer and add them again, though I realise that is not a good method if you have transactions against their name. Therefore this could potentially be a good idea to implement. The more support your post gains on the Community Network, the more likely your idea is to be prioritised by our development team.

Thanks Chris

Reply to this idea

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are