Mass Update
Question asked by Alyson Gouldsworthy 10 years ago
How do I do a mass update on a paypal import? The descriptions are all different as they are customers paid. The description picks up their name.
When you imported initially did you have the 'Automatically create suppliers from transactions' and 'Automatically create customers from transactions' settings enabled?
Best answerHi Alyson,
The mass update feature will explain all payments/receipts on an imported statement based on the lookup rule selected.
The lookup rule requires a unique word or phrase that is used in the description of all the payments/receipts that you want to explain. The lookup rule will only be able to explain to 1 customer only. For Paypal or eBay where there can be hundreds of sales, it is probably best to group all the customers into one generic customer.
Having said all that though - there is a problem with using the mass update feature on imported Paypal statements - at the moment the mass update will drop any Paypal transaction fees. A fix for this is in progress at the moment though and hopefully after a bit of testing should be live soon. I will keep you updated.
Hi
I could I group the customers together when they import automatically from paypal?
When you imported initially did you have the 'Automatically create suppliers from transactions' and 'Automatically create customers from transactions' settings enabled?
Best answer
You'll have to adjust for PayPal fees as mass updating won't reflect them.
I did not have the option to 'Automatically create suppliers from transactions' Where can I find this to edit it? Will I also have to then detach it from the paypal and then re attach it again.
I can see the paypal fees from my paypal report and add this afterwards.
You must 