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Moving Multi-Round Customers with an Import File

Is there a way to re-sequence round customers with an import file?

Written by Noel

Important: This solutions is for Multi-Round Customers only.

  1. Download and fill in the attached template

  2. Go to Rounds

  3. Import Move round customers

  4. Select Source = Multi-Round and select the document

  5. Click Import

Important: Do not alter, remove or add any columns headers in the import template. Roundsman is hard-coded to import that specific layout. Any changes will result in the import failing.

This Import wouldn't update the delivery sequence numbers allocated to other customers remaining in the round, simply applies the designated sequence number to the customers present in the import file.

Note: If this import has not been used before it is recommended you try it with one or two customers first.

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