# How to edit existing customer

Module: CORE Platform
Module slug: core-platform
Source URL: https://helpcentre.shipsy.io/en-US/shipsy/article/wrTEEyjf-how-to-edit-existing-customer
Article ID: wrTEEyjf
Breadcrumbs: CORE Platform > Setup Section > Customer Management > How to edit existing customer

---
Customers are those who are going to use the customer portal.

They are the one who are going to give orders to Our Customers(For ex. - 3PL companies).

In the dashboard :

1. Click on the hamburger menu (

   ![](../../../_assets/emojis/emoji_cd6e466599.png)

   ) → Setup → Customer Management

   ![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_001_94b1bf2ff8.png)![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_002_23e7cef166.png)![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_003_e739a8626b.png)

* Method 1

  -

  **Go to Action Select Edit()**

  option → A form shall appear with required fields

  ![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_004_d723956734.png)

* Edit the fields that you want to change.

![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_005_a18b1f7be3.png)![image.png](/kb-images/how-to-edit-existing-customer--wrteeyjf/img_006_a55d9fa075.png)

* You can download a sample Excel file to understand what data has to be entered by clicking on the

  **Download Sample Excel**

  option from the window.

  * Click on

    **Select From Computer**

    to upload your Excel sheet.
  * One can also drag and drop your file into the space provided in the window.
  * Click On Update Customer Master after Uploading.

You have successfully updated the existing Customers.
