Introduction

This feature lets Global Admin users upload a CSV file to bulk-update Account References – and Account Display Names (optional) directly in the CustomerGauge platform. It enables users to correct Account data in bulk and use the Account Display Name feature more effectively, especially for systems that have existing Account Data from before this feature was introduced.



Good to Know

  • If you are unclear about the differences between Account Reference and Account Display Name, we recommend reading the information about that first. 
  • For other Account Data corrections and management not covered by this feature, please use the “Manage Accounts” feature.
  • New Account Reference must be a value that does not already exist as an Account Reference in the system.
  • Account Aliases are not taken into consideration when using this feature.
  • The order of columns, and column headers must be exactly as the Example files attached to this article:

    Current Account ReferenceNew Account ReferenceDisplay Name
    Jake's Bar - 0013i00000bB5XMPLE1
    		0013i00000bB5XMPLE1
    		Jake's Bar




How to Update Account References

Step 1

Verify if you have access to this feature. It is only available for System Administrators.



Step 2

In the Menu, go to Settings → System Admin → Data Administration Tab → Accounts → Update Account References. 



Step 3

Download the example CSV file format with the desired Delimiter – Comma (,) or Semicolon (;) - you can find these at the bottom of this article.



Step 4

Populate the file with your account information. 

Note that there are three columns:

  • “Current Account Reference” – Mandatory: This is the Account Name/Reference that is currently being used in your CG system

  • “New Account Reference” – Mandatory: This is the Account Name/Reference that you would like the value in “Current Account Reference” to be updated to

  • “Display Name” – Optional: This is the “Display Name” that will be displayed throughout the CustomerGauge system. If left blank, the system will default to showing the value in the Account Reference field. 

Note the file requirements:

  • CSV

  • Has a header row

  • Max 15MB

  • Max 50,000 rows


If your file is too large or has too many rows, break it into smaller files that are within the limits, to ensure that your file is uploaded and processed correctly without any issues.



Step 5

Click “Choose file” or drag and drop your CSV into the location indicated on the screen and click “Next” once ready.



Step 6

Confirm the Account Mapping, as displayed on the screen. If it all looks good, click “Upload”.



Step 7

You will be shown a confirmation screen with a link to view the upload progress by clicking the “Upload History” button.