Updating customer information, many customers at once

Updating customer information, many customers at once

Summary

Using the SWCS 4.2 Export Utility, Microsoft Excel and the SWCS 4.2 Import Utility, update information such as active status, shipping method, etc. for many customers at once.

More Information

The Solatech Window Covering Software allows you to edit only one customer at a time. If you need to change many customers at the same time, for example changing the active status from active to inactive or changing the shipping method for all customers in a specific zip code from FedEx to UPS, you would have to do it one by one.

Now, using the new SWCS 4.2 Export Utility and SWCS 4.2 Import Utility you can update information for many, or all, of your customers at the same time.

Note: To perform the steps in this article you will need to use Microsoft Excel to format the exported data prior to importing.

This Tips and Tricks article can be found here:

http://www.solatech.com/tipsandtricks/swcstt_bulkcustchange.pdf.

APPLIES TO

  • Solatech Window Covering Software 4.2

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