Customer Wizard

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Create and Update Actions in one Upload

 
You can have combinations of Creates and Updates in one upload, this can be across one or many customers.
 
For example, a Customer exists, but an account site does not.  To make a change to the Customer Name, and create a new account site in the same upload, simply download the existing Customer, enter the ‘Customer Action’ as ‘Update’ and make your change, enter the ‘Party Site Action’ as ‘Create’ and ‘Account Site Action’ as ‘Create’ and enter your details.  After upload the Customer record is updated and the new party site and account site are created.
 
Refer to section: