Possible to mass update customer data

Hi,

We are currently going through our Customer Master Data & assigning a Sales Person / Account Manager for each record.

Is there a way to mass update a group of customers at once, vs going through one by one for each record?

Thanks!

Hi Chris,

You can do this by using our data updater which can be found by going to Settings > Data imports and updates > Bulk update existing data > Customers and contacts. You can then download the customer file, update the salesperson column on the spreadsheet and then re-upload it into Breww. The salesperson field will require you to enter the salesperson email address.

I hope that helps but let me know if you need any further assistance.

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