Keeping customer records accurate and up to date is essential for smooth business operations. We offers a couple ways to manage your customer records:
-
📥 Import Customers Template
-
✏️ Edit Customers function within the WebManager
📊 Customer Template Overview
The Customer Template (ImportCustomerTemplate.xls) is used to load your customers into WebManager. Please ensure your spreadsheet is saved in .xls or .txt (Tab Delimited) format.
Alternatively, customers can be individually added via WebManager > Customers > Add Customer.
🔑 Customer Template Fields
| Field | Description |
|---|---|
| CustomerNumber | Unique identifier for each customer. Use alphanumeric characters, dashes (-), and underscores (_). |
| Name | Customer name (max 100 characters) |
| Phone | Main phone number |
| Address1 | Primary address line (street and house number) |
| Address2 | Additional address info (suite, building number, etc.) |
| City | City |
| StateProvince | State or province |
| PostalCode | Zip or postal code |
| PriceLevel | Pricing level (0–20, where 0 = BasePrice) |
| ContactName | Main contact person |
| Fax | Fax number |
| RepNumber | Sales rep code working with this customer |
| ContactPhone | Contact’s direct phone line |
| ContactEmail | Contact’s email address |
| Terms | Specific conditions for this customer |
| Country | Customer’s country |
| PricingDiscount | Currently not used |
| UDF (1-2) | Internal use only, do NOT use |
| UDF (3-5) | Additional customer info |
| Exported | Internal use only |
| IsDeleted | Manage customer visibility on iPad — “FALSE” to activate, “TRUE” to remove |
🔍 Accessing the Edit Customers Interface
Steps:
-
Log into WebManager
-
Go to Customers
-
Select Edit Customers
Column headers such as Customer Name and IsDeleted match those in the Import Customers Template. Use filters on each column to quickly find specific records.
🛠️ Making Edits
To update customer info:
-
Click the cell you want to change
-
Enter your updates
-
Click outside the cell — a red marker appears in the corner indicating unsaved changes
-
Click the 🔴 Save Changes button
-
To discard changes, refresh your browser
-
When ready, click the ✅ Push Data Live button to publish updates
💡 Tip: Before big changes, export your current customer data for backup:Manage Data > Export Data > Export Customers
Anytime you use one of our templates, certain columns should always remain on the spreadsheet: key identifiers (such as Customer Number) and isDeleted.
🔹 Note: We do not recommend updating customer numbers unless it is absolutely necessary.
➕ Adding a Customer
You can add new customers through:
-
📱 RepZio App: Sales reps add customers on the go
-
🛍️ ShopZio: Buyers sign up and connect with brands
-
🌐 B2B Direct: Customers join via your website
For bulk uploads, use the Import Customers Template:WebManager > Manage Data > Upload Data Sheets > Customers
Or add manually here:WebManager > Customers > Add Customer
🔄 Merging Customers
Admins can merge duplicate customers either:
-
Directly in WebManager
-
Using the Import Customer Merge Template
📘 Learn more → How To: Merge Customers
🚫 Managing Duplicate Customers
Duplicate customer records should be avoided. If duplicates appear:
-
Check the boxes next to each duplicate
-
Use the merge function to combine them
❓ Frequently Asked Questions (FAQs)
Q. What’s the fastest way to update customer information?
A. For small updates, use the Edit Customers tool in WebManager. For bulk or complex updates, use the Import Customers Template.
Q. Can I undo changes after saving?
A. No, once changes are saved and pushed live, they cannot be undone. Always export your data as a backup before editing.
Q. How do I know when my changes are live?
A. After clicking Push Data Live, your updates are published across connected systems.
Q. Can I add custom fields in the Import Template?
A. Yes, but ensure custom fields match your system configuration and don’t overwrite reserved fields.
Q. What if a customer’s information changes frequently?
A. For ongoing updates, consider using the Edit Customers interface for quick fixes and the Import Template for regular bulk updates.