Update Company Details (BETA)

*This feature is currently in Beta. Sign up to be a Beta tester today! If you are experiencing any issues please contact us.

To update your company details go to Relationships>> Update Relationships.

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Select Contacts.

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Export the data of all the companies you have in your TradeGecko account.

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Download the spreadsheet with your company data.

All the fields in the spreadsheet can be edited except for Company Type. This is a required field and must be populated with one of the three options provided.

The company name is also a required field.

The website and email field must be less than 250 characters.

For default settings, you can only update the “price lists” and “tax type” fields for Business and Consumer relations.

Upload the spreadsheet with the changes back into TradeGecko.

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You company details have been updated.

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