How to link clients and addresses by code

If you import your customers' details and addresses to Directories and want to link them in bulk make sure you assign the same codes to the entries you want to link. To do that follow the procedure:

Step 1. Upload a list of Addresses in Directories with the code filled in.

Step 2. Upload a list of Customers in Directories with the corresponding codes filled in.

Step 3. In Directories/Addresses click on the Settings buttons and select Link Client and Addresses in the drop-down menu. A system dialogue window will pop up, click OK to confirm the action.

As a result, your Client and Address entries with the same Code will be linked.

Important: this action cannot be undone, once linked address and customers cannot be unlinked in one click. To unlink the addresses and the customers you will have to export the Directories to Excel, remove the code column and upload the list of Addresses and the list of Clients back to Track-POD.