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Master Files - How to Update

This guide explains how to update multiple master file records simultaneously using the UPDATE feature in the Master File Search screen.

Step by Step Guide:

1. Navigate to Master Files, then choose the relevant master file area (e.g., Clients or Employees)

2. Depending on which Master File needs to be updated, click 'Excel - xxxx' (e.g. Excel - Clients or Excel - Products)

3. This will open up a screen presenting 3 buttons:

  1. EXPORT – Exports existing master file records based on filters set on the Search screen.
  2. IMPORT – Downloads a blank template for uploading new master file data or imports a pre-populated template.
  3. UPDATE – Updates existing master file records in bulk.

4. Choose the radio button beside Export then click the Export button. An Excel file will download, containing the current master file records with columns representing each dataset (e.g., Client Code, Client Name).

5. Edit the Excel file

  • Locate the unique system ID Key in Column B for each record.
  • Update only the columns with a yellow band in Row 2.
  • Do not modify the ID Key column.
  • Delete any rows that do not require updates.

6. Once done, upload the updated Excel file by following steps 1 -3. Choose the radio button 'Update' then select the update file.