2 Replies Latest reply: Jan 14, 2014 3:37 PM by DandyDahlia

How do people export then fix and reimport customers?

DandyDahlia May 8, 2012 12:16 AM

We need to fix up minor (but important) fields in our CRM (e.g rating, CRM fields etc).

How does everyone else reimport and fix their CRM data in mass?

- I can't find an easy way to export customers, make a few changes then reimport them. There is no report that lines up for an import.

Mandatory Fields that must be imported to avoid wiping out an existing value:

But we can't see the password so I am totally confused!

Any help would be very appreciated

1. Re: How do people export then fix and reimport customers?

officeBrah May 8, 2012 1:05 AM (in response to DandyDahlia)

To export, you'll need to run a customer report which you can do in v2 via Reports > Custom Reports. Once exported, you'll need to rearrange the columns to match the Contact Import list template. Bit of a pain. Article here: http://kb.worldsecuresystems.com/203/bc_2038.html?bc-partner#main_Migrating_the_contact_da tabase.

Regarding your second question, you don’t have to specify a password – if the field is blank it will not be updated. For the username field on the other hand, it appears that it will be updated even if the field is left blank in the import list though.
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2. Re: How do people export then fix and reimport customers?

DandyDahlia Jan 14, 2014 3:37 PM (in response to officeBrah)

Hi, Has there been any update (in the last 2 years) on being able to export customers (to change data) then reimport them?

Kind of like products where it's super simple and easy and you don't need to mess with rearranging columns and ruining data?

I've tried the custom report but it's too dangerous as one wrong column or one wrong line ruins everything.

Is BC still listening to customer requests? The last system update I found on the blog was in May 2013...
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