Hi Sammy,

In the import template used to update your customers, did you include the customer name in the Selected fields list? If so, and the 'mapped' column in the import file was blank, or the column in Excel was hidden or the width set to be very small, then this could have overwritten the name.

For the future, the correct way to update customers using the import process is to use 'fillers' to skip any information in the import file that you don't want to use, and just select the fields you want to update (say customer number and tax group/status in this case).

Also, make a backup of your data prior to importing changes, so that if unexpected results occur, you have a good copy of the data available for restoring.

To correct the customers that have blank customer names without individually editing them, you could do a smartfinder search to look for all customers where the name is blank, and then use the Excel Direct button to send this to an Excel sheet. Then edit the Excel file to enter in the names, and then re-import this list to update the customers. Here, only have two columns in the Excel file - customer number and name - and the import template should only have the same two selected fields. Also ensure that on the first tab, you do not have the 'add new records' checkbox selected, so that you can choose just the minimum fields to work with.
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Regards,
Softrak Tech Support