Objective

To change an existing Customers Group to a new one using a CSV file.

Setup

•  Retail POS for Mac or PC 

Steps

1.  Navigate to Customers 
2.  Click Export List 
3.  Open the file
4.  Go to the column Customer_Group_Name
5.  Change the name to the new one 
6.  Save the file
7.  Go back to the Customers page
8.  Select Import Customers
9.  Upload the file