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[LSX] How to Turn off Account Balances for Customers via Import

Updated
  1. Log into Lightspeed Retail (X-Series) as a user that is either an owner or manager in the system. 
  2. In the left hand window pane, click "Customers".

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  1. In the main window pane, click "Export List".

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  1. The file will be downloaded and you can go to your Downloads folder in your browser by typing "Control + J".

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  1. Click on the file that was just downloaded to open it.

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  1. Select all by clicking the icon in the divider between columns and rows.

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  1. In the section named "Cells", click the drop down menu named "Format", and then click "Autofit Column Width".
  2. Go to the column named "on_account_limit" and change the value to "0" to disable on account balances for that customer.

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  1. Delete all fields with the exception of "customer_code", "first_name", "last_name", "company_name", and "on_account_limit".

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  1. Save the changes to the spreadsheet and close the spreadsheet.
  2. In the main window pane in the section named "Customers", click "Import Customers".

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  1. In the main window pane in the section named "Import Customers", click "Select a file to upload...".

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  1. Navigate to your downloads folder and select the file of your customers that has been modified and open it.

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  1. It will show you that the file is ready to upload and then click "Continue with import".

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  1. You will be notified that the customers are being imported and will be notified once the import has completed.
  2. You can click on the bell icon in the upper right hand corner to check on the status.

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  1. You will then see the results of the import.  In this example you will see that no new customers were added, that 1 record was updated and 0 customers didn't import.

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  1. You can now look at the customer record and click on the section named "Details" and see that the option named "Allow on account balance" shows "No".

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