Upload a QB Customer Contact List (or any spreadsheet with a Customer name column + address / contact / phone / email / fax / terms). Each row gets fuzzy-matched against existing GENUS debtorsmaster using a word-overlap scorer that returns the top 5 weighted candidates per customer. Pick one to UPDATE an existing customer with the spreadsheet's detail, create a new stub, or skip.
UPDATE rule: only fields with non-empty values in the spreadsheet overwrite the matched customer — empty cells leave existing data alone. Updates write to debtorsmaster.address1..6 (ship-to address) and the primary custbranch row (braddress / phoneno / email / contactname / salesman).
Branch INSERT rule: when the matched customer has no existing custbranch row, OR has a custbranch but debtorsmaster.address1 is empty and the sheet provides ship-to data, a new branch is inserted from the sheet rather than overwriting the existing one. Helps when QB customers were originally created without an address and you're filling them in via the upload.
Click to choose or drag your customer list .xlsx here