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Bulk Edit of Customer Codes in Receivables module

  • Apr 28, 2026 11:22 PM UTC
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Freshman I

Hi, Is it possible to do a “bulk edit” of customer ID codes in MYOB acumatica as follows (refer below)?

  1. export customer list to excel
  2. make the changes to customer ID codes in excel
  3. upload the updated excel spreadsheet to MYOB (to be processed that same day)

thanks in advance

Best answer by Laura03

In addition to Nasir’s response, here is an example where I changed Employee ID’s.  Customer ID’s will be similar (I’m sorry I don’t have a Customer example at hand). Hope this helps you build it.

Change employee example

 

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3 replies

Jr Varsity I
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  • nasir
  • Jr Varsity I
  • Apr 29, 2026 9:09 AM UTC

​@FionaO12155  Yes you can do it by using Import scenario

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    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • Apr 29, 2026 10:43 AM UTC

    In addition to Nasir’s response, here is an example where I changed Employee ID’s.  Customer ID’s will be similar (I’m sorry I don’t have a Customer example at hand). Hope this helps you build it.

    Change employee example

     

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    ~ Laura Barber, WM Synergy
      Naveen Boga
      Captain II
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      • Naveen Boga
      • Captain II
      • Apr 29, 2026 11:15 AM UTC

      ​@FionaO12155   I recently worked on a similar requirement i.e. updating the Customer ID using an Import Scenario for one of our projects.

       

      Please find the screenshot attached. I hope this helps.

       

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      Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
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