Update Customer Details in Bulk

Topic

Learn how to export customer data, make changes, and then import it back to update information. This method is helpful for bulk updating customer tax settings, document themes, pricing levels, archived status, and more. 

Instructions

1. Navigate to the Customers page.
2. Select Options.
3. Select Export Customers to File.
4. Select Download on the green pop-up.
   
   
   
   
5. Now you have this downloaded you can open this file with Excel or Google Sheets to view and edit(see below for what this looks like).
   
   
   
   
6. From here you can update columns on the file in bulk (e.g. you can change the Amounts column to update the type of tax with the options Inclusive, Exclusive and No Tax). 
   
   
   
   
7. Then once the desired updates have been made you can save this as a CSV > Go back to the Tradify Customers page in Tradify >
8. Select Options.
9. Select Import Customers From File.
10. Select the updated file and import.

Additional Information

To further utilize this customer export see here: Sending a bulk email to all Customers