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.
    Update Customer Number 1

    The Customer Number Upload page appears.

  4. Click the Download Template button to download the template.
    Update Customer Number 2

    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.
    Update Customer Number 3
  6. Click Choose File and select the filled excel sheet.
    Update Customer Number 4
  7. Click Import.