Customer Wizard

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‘Update’ Action

 
Use ‘Update’ in a section to update an existing record.  All other data in the following sections for the same record will be ignored unless they have their corresponding ‘Action’ column populated.
 
Use ‘Update All’ to automatically update records using the following section data for that customer without having to populate ‘Update’ in each individual section.  Update uses the existing ID populated in that section to identify which record to update.  In order to do this, IDs must be on the sheet.  This is usually achieved by downloading the existing record to the sheet, and the IDs are also downloaded and populated.
 
Refer to section: