Modifying customer information using exporting and importing

Kirk McKay
Kirk McKay Member Posts: 2
edited August 2016 in Reckon Accounts (Desktop)
I have a customer using premier 2014. They have over 1000 customers and they are set up using the job code as the customer name. I have the customers actual name stored in the "Company" field. I want to export the customer list to excel and copy the "company" field into the "Customer" to rename the customer, then import the modified customer list back into the datafile and find that the customers are now all renamed from the 'job number' to their actual number. When I did this it created new customers.

Can you modify the customer name through the import process?

Comments

  • Jamaiel_6490508
    Jamaiel_6490508 Reckon Staff Posts: 74 Reckon Staff
    edited June 2015
    Hi Kirk,


    Welcome to Reckon Community!

    Unfortunately, this is not possible. As you have discovered, modifying the name from the exported file of the Customer will be considered and entered as a new entry/customer when imported back. This is due to the reason that the export file has no way to identify the old name with the new as a replacement.

    The only effective way is to do so from Reckon Accounts itself I'm afraid.

    Thank you.


    Kind Regards,

    Jamaiel
  • Kirk McKay
    Kirk McKay Member Posts: 2
    edited June 2015

    Hi Jamaiel

    I suspected as much. Thanks for your response


    Cheers

    Kirk