BATCH Create and Update.

1

How do I use actual values rather than system generated values in Batch changes.

I have Customers listed, but when I use the Bach function for Invoicing as Customer is a drop-down selection on the screen it uses a “code” generated for the customer name such as “96399120-4dae-48b0-80ef-f995ba265b5e”. Can I just enter the customer name?

Regards,
Chris

2

You can’t

3

That’s an enhancement which is not available yet.

In the interim

  • do a batch update on the customer tab which will give you the GUID/UUID for all of your customers

  • use VLOOKUP in your spreadsheet to find the GUID for each customer

4

Thanks.