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Update Existing Records Using CSV Import

Problem Details:

Many types of records and transactions can be imported (created) into the system using CSV files.  But what about existing records in the system?  What records, can be edited and updated via import files?

 

Solution:

The existing records that can be updated using the CSV upload function are:

  1. Budgets
  2. Vendor 1099 Transactions
  3. Update Vendors for ACH
  4. Employee 1099 Transactions
  5. Update Employees for ACH
  6. Inventory Items
  7. Customers
  8. Vendors

All other records will need to be updated manually. 

Here is a detailed example of how to update Customer records using a CSV Import file:  Update Customer Information

 

 

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