Account Update Tool

The Account Update Importer allows Fred Office Plus to update multiple Accounts in bulk using an Excel or CSV file.

Account Update can be used to update accounts in bulk.

Common uses for the feature are:

• Add Email addresses in bulk to shift customers to Email statements.

  Use Quick Action Wizard to set the Email Address as the Statement Email.

• Add Direct Debit References if onboarding a Direct Debit integration.

• Update Credit Limit for customers where Credit Limits vary in value for customers.

  Use the Quick Action Wizard to make these changes, in batches of the same value.
  

• Update Discount Percentage for customers where discounts vary in percentage for customers.

  Use the Quick Action Wizard to make these changes, in batches of the same percentage.
  

Step 1: Create an update file

Before you can run the Account Update, you need to create an update file in the correct format. You can download a template which includes the necessary columns, as well as an example of the format required for importing account data.

1. Go to Contacts, then select Accounts and click Account Update.

   

2. Click Download Sample.

   

Note that the columns in the template are marked as mandatory, optional or reference only.

Once your file has been created in the correct format, you can run the account update.

Step 2: Run the account update

1. Go to Contacts, then select Accounts and click Account Update.

   

2. Click Browse..., then select the file and Click Open.

   

3. Click Import to display the results.

4. Click Commit to apply the changes.

5. Click OK to close Import Complete window