Summary
How to update existing customer and supplier records in Sage Accounting from a spreadsheet (CSV file).
Description
You can update your customer and supplier records in Sage Accounting by importing a spreadsheet (CSV file).
To make sure we can identify and update existing records, we use a unique ID.
To include this ID in your spreadsheet, export all your records first, then update the exported spreadsheet and re-import it. This makes sure that you avoid creating duplicates.
When the Unique ID column is left blank, we create a new record.
Resolution
- Export all your customer and supplier records to a spreadsheet.
- Open the exported file and make your required changes and then save your file.
- To add a new record, create a new row and leave the Unique ID field blank.
TIP: You can only add one contact person per record. Add more contacts manually after importing.
- From the navigation bar select Contacts.
- Select Update Customers or Update Suppliers from the New customer or New supplier drop-down.
- Drag and drop your updated file, or select Choose, then select Upload file.
- Choose how to handle empty cells in your CSV file then Continue.
- You'll view a summary of the file you're about to import, when you're happy select Start import.