Update Customer Number

To update customer number, follow the steps below.

  1. Go to Web App > Imports.

    The Imports page appears.

  2. Scroll down to the Customers section.
  3. Click the Customer Number Update link or icon.

    The Customer Number Upload page appears.

  4. Click the Download Template button to download the template.

    A blank Excel sheet is downloaded.

  5. Fill in the excel sheet as per the instructions listed in the Supported Formats to upload the data.
  6. Click Choose File and select the filled excel sheet.
  7. Click Import.