FAQ – January 2022

FAQ

Question: Our account numbers change or are discontinued periodically.  Is there a way I can batch change or discontinue account numbers without editing one by one?
Answer: Absolutely! Print Shop Managers can easily batch change or discontinue account numbers in PSP.  Here’s how:  

 “How to update multiple account numbers at one time” – KB Article # 52330 

STEP 1: Export the Account Numbers that you wish to update or discontinue

  1. Go to Website > Account Numbers
  2. User filter tools at the top of the page to display target account number(s) (To return all desired account numbers set the “# per page” display value to equal or greater than the total volume of account numbers available)
  3. Select the Export Account Numbers button
  4. Name and save your export to desired location

STEP 2: Update or discontinue selected Account Numbers

  1. Go back to Website > Account Numbers
  2. Select the Account Number Update Tool link
  3. Select the saved account number export using the ‘Select an Excel File to Use‘ tool

STEP 3: To Update the Account Numbers

  1. Copy the numbers from the exported file and paste them into Column A ‘Existing Account Number‘ field in the updated datasheet
  2. Enter the NEW account number(s) in Column L ‘New Account Number‘
  3. Leave all other columns empty

STEP 4: To Discontinue Account Number(s)

  1. Copy account numbers from the exported file and Paste them into Column A ‘Existing Account Number‘ field in the updated datasheet
  2. Enter an X in Column N ‘Discontinue Account Number‘
  3. Leave all other columns empty

STEP 5: Import the Datasheet

  1. Go to Website > Account Numbers
  2. Select the Account Number Update Tool link
  3. Select Choose File button
  4. Select Update button

IMPORTANT NOTE!: You can undo a previous update.  However, any updates to account numbers can only be undone before midnight on the same day the update was made. To undo an update: 

  1. Go to Website > Account Numbers
  2. Select the Account Number Update Tool link
  3. Select the desired update you wish to undo from the Undo a Previous Update field
  4. Select Undo Selected Update