In Import Customer Data, we can directly import the data of all relative customers as branch wise or in default branch in excel sheet.
For this we should go to "Customer ---> Import" button.
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Then we will get the page given below:
You can download the Customer Import Format Excel Sheet by selecting Detailed Or Minimal Version.
Minimal Version--->It has all the basic columns to add the customer detail (few are mandatory)
Detailed Version--->It has all the basic columns along with some extra columns like the income tax/gst username & password column, date of incorporation of the company etc.
After that select the branch for the customers then choose the file and upload it in xls format and then click on Import .
Few important instructions to be followed-
1.Customer group code(group name), First Name and Name of business are mandatory columns. Any cell in these column cannot be left blank
2.Customer code can be any code which you can enter which is followed to identify the customer in the organization.
3.Do not use (') or (") anywhere in the Import Sheet.
4.Email id and number column will have single values. Kindly mention the correct email id without any spell errors.
5.State and City column will have the correct spelling else system may throw error
6.Do not hide/delete or add any columns from the template. The heading and sequence of columns will remain unchanged.