How do I bulk edit customer records?

To batch edit customers records, you should first export your customer list in import format,

If you are unsure how to do this, please view the following article

Once you have exported your customer list in import format, we would recommend doing this in an excel document, you can make the necessary changes to your customers data.

For instance, if I wanted to bulk change the handler groups my records are assigned to, I could change the 'user group' field to, for example, 'Admin group'.

Once you are happy with your changes, you should save your worksheet and import it back into your screening solution.