How to bulk edit groups of customer information

With Skynamo you are able to edit your customer information in bulk instead of updating individual customers which can be time consuming.

From your Insights navigate to your Customers tab. From here click on the “Download all (xlsx)” button:

This will download an Excel sheet with your current customer information in Skynamo. Click on the download to open up the file:

Once you have opened the Excel sheet you can make any necessary changes. Be sure to keep the Customer codes as this will be used to re-upload the corrected information to the customer profiles:

Once you have made your changes save the document where you will easily find it. For version control it is suggested you save it with a date.

Navigate to settings on your Insights:

Click on Imports, and then Import customers:

Click on browse to find the file you have saved, and file select to import your changes: