Updating the date of birth for your existing client base can be done efficiently in bulk through a systematic process. Follow these steps carefully to ensure a successful update.
Step One: Log into your Hive Account
- Access your Hive account by entering your credentials on the login page.
Step Two: Navigate to Import/Export
- Locate the gears button on the left side of the screen.
- Click on Import/Export from the menu options.
Step Three: Export Existing Client Details
- In the Import/Export section, find the dropdown menu labeled Select a branch and choose the appropriate branch.
- Next, click on the dropdown labeled Select import Dropdown and select Client list.
- Click on Export. This action will generate a CSV file containing the existing client details.
Step Four: Modify Date of Birth in CSV File
- Open the exported CSV file in a spreadsheet application (e.g., Excel).
- Change the format of Column L to TEXT. This is crucial to maintain the integrity of the data.
- Fill in the date of birth for each client using the format dd/mm/yyyy.
- Important: Ensure you do not deviate from this format as it may cause errors during import.
Step Five: Save Your Changes
- After updating the date of birth, save the changes made to the CSV file.
- Note: Do not delete any columns from the file, as this will impact the import process.
Step Six: Revisit Import/Export Section
- Return to the gears button on the left side of the screen and click on Import/Export again.
Step Seven: Import Updated Client List
- In the Import/Export section, select your branch from the dropdown labeled Select a branch.
- Click on Select import Dropdown and choose Client list.
- Click on Import, then select Upload.
- Browse for and select the modified CSV file you saved earlier.
Final Steps: Confirm Update
- The import process may take several minutes depending on the number of clients being updated.
- Once completed, navigate to Accounts Add Edit Client and view client details to confirm that their date of birth has been successfully updated.
By following these steps closely, you can efficiently update your client base’s date of birth in bulk without any issues.
