Updating Customer Details in Bulk in Ordermentum

You'll need access to the Customers section in Ordermentum.

For CSV updates, you'll need spreadsheet software (e.g., Microsoft Excel or Google Sheets).

Export and save a backup of your customer data before making bulk changes, in case you need to revert.

Update Properties — modify custom properties for the selected customers.

Apply Profile — update customer terms and groups based on a predefined profile you've set up.

Update Visibility — adjust which products your customers can see by updating their visibility tags.

Update Customer Status — activate or deactivate customer accounts in bulk.

Optional columns — existing data won't be deleted if optional columns are left blank.

Trim spaces — make sure there are no leading or trailing spaces in fields like visibility and pricing group, to avoid creating duplicates.

Email validation — check that all email addresses are correctly formatted.

Important: don't modify the Customer ID column — it's the primary key the system uses to find and update customer records.

Type — the kind of import (e.g. Customers, Products, Pricing groups)

Status — the current state of the import

Uploaded — the date and time the file was submitted

Completed — the time it finished processing and how long it took

Completed — the import was processed successfully

Received — the file has been received and is queued for processing

Processing — the import is currently being applied

Duplicate Customer IDs — the system ignores duplicate Customer IDs if that customer isn't included in the import file.

Notifications — customers are notified of any changes to their business details.

Customer ID is the primary key. Don't update this column — the system uses it to find and update or create customer records.

Duplicate Customer IDs cause updates to be skipped. If two customers share the same Customer ID, updates won't apply to that customer, even if one record is archived or only one appears in the CSV. Before bulk updating, export all your customers (including archived ones) and check for duplicate Customer IDs. If duplicates exist, resolve one of them in Ordermentum before proceeding.

Email addresses are validated — the system checks that all email addresses are correctly formatted.

Properties headers need a specific format. When bulk updating properties, the header must follow the format Property: Property Name, with a space between the colon and the property name — for example, Property: Preferred Delivery Day.

Optional data is preserved — existing data isn't deleted if optional columns are missing from the import file.

Spaces are trimmed automatically — in fields like visibility and pricing group, to prevent duplicates.

Stronger email validation — reduces import errors caused by incorrectly formatted email addresses.

Duplicate Customer IDs are ignored — if that customer isn't included in the import file, streamlining the import process.

Customer notifications — suppliers should be aware that customers are notified of changes to their business details upon import.

Billing Email replaces the legacy email field — for clarity and consistency in exports.

Unsupported columns excluded — metadata columns and trade-account have been removed from the Payment Method field, since they aren't supported by the importer and could cause issues.

Back up your data — always export and save a backup of your customer data before making bulk changes.

Check for duplicates — make sure there are no duplicate Customer IDs before importing, to prevent update conflicts.

Validate emails — double-check that all email addresses are valid to avoid import errors.

Trim spaces — remove leading or trailing spaces in fields to prevent duplication and formatting issues.

Use correct header formats — especially for properties, with a space after the colon.

Inform your team — let relevant team members know that customers will be notified of changes to their business details.