How to update customer records using Excel?
Update existed customer record in single click. for this please go to Customer ---> click on Import.
Kindly follow the below steps:
1. Download the existing customer file highlighted in red
2. Do the changes based on requirements
3. Save this file as .xls
4. Re-import it.
5.Follow the instructions provided in the note.
Note :
- Don't Change COLUMN A value. It is mandatory for update. Any change in COLUMN B will definitely lead to wrong data upload
- Do not use (') or (") anywhere in the Import Sheet
- Do not keep empty Spaces inside the cell value
- Any changes in import format field will lead to wrong upload of data. ERPCA will not be responsible for the wrong data upload.