LodgeiT

You can update your client codes in LodgeiT either individually or in bulk, depending on how many clients you need to change.

Option A: Change the Client Code Manually

Use this option if you only need to update one or a few clients.

1. Search and open the client you want to update.
2. Navigate to Settings → General. 
3. In the Client Code field, enter your desired client code.  
4. Click Save.

Option B: Bulk Update Client Codes

Use this option if you need to update multiple client codes at once.

Step 1: Export Your Client List

Export your existing client list from LodgeiT.

Guide: Client Export/Extract (CSV/Excel) and Client Import (CSV only) 

Step 2: Update the Client Codes

1. Open the exported file.
2. Locate the Code column.
3. Replace the existing client codes with your preferred client codes.
4. Save the file.
   • CSV format is required for importing.  

Step 3: Import the Updated File

Import the updated CSV file back into LodgeiT.

Important: During the import process, tick the following option:

✅ Update details of the existing clients

This ensures LodgeiT updates the existing client records instead of creating new clients.

Note: Only modify the Code column unless you intentionally want to update other client information. Keeping the remaining data unchanged helps prevent unintended updates.