How to edit your import file to update the Status check box

When you import cards, items, jobs, activities or accounts, you can use the Update Existing Record selection in the Duplicate Records field to update the status of your cards, items, jobs, activities and accounts.

You may want to use this feature if, for example, you have a group of cards that you've created for one-time sales or purchases and you want to change the cards' status to inactive after using them. Instead of marking each card individually, you can change the status by using the importing feature.

The process consists of three parts. You first export your card information, then you edit the status information in a text editor, such as WordPad or a spreadsheet, such as Excel. Finally, you import the edited card information selecting Update Existing Record in the Duplicate Records field.

Use this information to edit the import file before importing. Use one of the following to select an option, deselect an option or not change the option.

• Enter the letter N: An N will deselect the check box.

• Leave the field blank: A blank will not update the check box.

• Any non-blank character (other than N) will select the check box.