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V8 - Bulk editing customers

View or download Customers_3 as a reference for specific data fields and notes.

Go to Company menu > Data tools > Export data.
Select Customers.
On the export page:
1. Go to the Columns section and select Add all columns required for import. (Ignore the Filters and Options sections).
2. Under the Actions section:
  1. Choose the desired file type (Excel or CSV) from the Format dropdown.
  2. Choose either Save as Excel/CSV (to download the export directly) or Send via email (to download the exported file as an email attachment).
If opening the spreadsheet in Excel and the exported format was also in Excel, you must unprotect the sheet prior to editing.
Add your data to the spreadsheet.
1. Do not change any column headings.
2. Do not change the CustomerId for existing items, and leave this column blank when adding new items.
Import your data.
1. Go to Company menu > Data tools > Import data.
2. Under the Importing dropdown, choose Customers.
3. Under the File field, choose the file you wish to import.
4. Select Preview. SOS will display the first 10 lines of data, so that you can ensure the correct file of data is being uploaded.
5. If the Preview looks correct, select Import.

SOS Inventory will send a notification indicating whether the import was successful or failed.

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