> For the complete documentation index, see [llms.txt](https://docs.apptiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.apptiflo.com/application-docs/customers/how-do-i-update-a-customer.md).

# How do I update a Customer?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Customers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FSqSutEph9tAa0z4SGEuq%2FScreen%20Shot%202024-12-12%20at%205.01.24%20PM.png?alt=media&amp;token=55b35d23-8b0f-4de7-b5b9-edc560fb33d1" alt=""><figcaption></figcaption></figure>

### **Step 2 - Account Data**

Account data for <mark style="color:green;">**Connected**</mark> Customers are automatically synced. Sit back and relax.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FTBG8ENdC5kXyUBZN7Ylf%2FScreen%20Shot%202024-12-12%20at%205.04.59%20PM.png?alt=media&amp;token=cb729499-0d02-4416-a400-49e98a809e7d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Customers require manual maintenance.
{% endhint %}

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F0evL9hnyJmfTRcaZkdOw%2FScreen%20Shot%202024-12-12%20at%205.07.22%20PM.png?alt=media&amp;token=fe8a865d-cab9-471a-ab1b-3bf607e8c498" alt=""><figcaption></figcaption></figure>

### Step 3 - Address

Account addresses for <mark style="color:green;">**Connected**</mark> Customers are automatically synced. Again, no effort needed.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FqIwnenI0rDdtow7oGbZE%2FScreen%20Shot%202024-12-12%20at%205.09.03%20PM.png?alt=media&amp;token=a3dcf6d0-6d32-49f6-95cc-d8916b3ba319" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Customers require manual maintenance.
{% endhint %}

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Foo32NHGrET96Es2HnCz7%2FScreen%20Shot%202024-12-10%20at%202.08.11%20PM.png?alt=media&amp;token=cbc52e60-05f0-47da-8d13-19e444d52952" alt=""><figcaption></figcaption></figure>

### Step 4 - Assigned Catalog

Define Listing access for this Customer by assigning a Catalog.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FBF61dbOeW4lONvqA7CyO%2FScreen%20Shot%202024-12-12%20at%205.10.39%20PM.png?alt=media&amp;token=bfc3bd43-270f-49fe-b18a-dea2604520f9" alt=""><figcaption></figcaption></figure>

### Step 5

Save updates by clicking <mark style="color:blue;">**Save**</mark>.&#x20;

{% hint style="info" %}
Customer Terms are view only and available for <mark style="color:green;">**Connected**</mark> Customers.
{% endhint %}
