With the help of Import format users can be imported into the system in bulk through excel sheet. 

  • Navigate To Users Menu
  • Click On Import Users

From the Click Here link you can get the excel file format for importing users.



Following are the instructions which needs to followed while filling the excel sheet.


  • First name, Last name Mobile Number Email ID and Gender is compulsory.
  • Every users should have a unique email id and number-it cannot be repeated among the users.
  • Please fill the hierarchy wise data in the excel sheet i.e. Start with Partner followed by Manager ,Article, Employee, Receptionist ,Accountant, HR
  • Columns  reporting to – will have the managers email id and partner id will have the partners email id under which the user is reporting to and working under and if there is no manager/team leader concept same partners email id will come in reporting to column
  • Do not use (') or (") anywhere in the Import Sheet
  • Do not keep empty Spaces inside the cell value
  • Any changes in import format field  like column head change field, hiding columns will lead to wrong upload of data. ERPCA will not be responsible for the wrong data upload.



 


The Excel File needs to be filled in the following manner. Upload only .xls file format. 





User Import Preview:




Pre-conditions -
a)Do not use ' and " sign in excel

b)If you fill and column dont leave any cell empty Intead put a '-'


In Import Users - There are many fields in excel but only 8 basic fields are mandatory. Lets discuss all the options in brief. 

1.First Name - 

  • This field is mandatory 
  • Accept Characters values only
  • Do not enter any blank spaces before and after values

2. Last Name - 

  • This field is mandatory 
  • Accept Characters values only
  • Do not enter any blank spaces before and after values

3. Email id - 

  • This field is mandatory 
  • Enter valid and unique email id (which is already not registered in ERPCA) to recover the login details of the user.
  • Do not enter any blank spaces before and after values

4. Mobile No - 

  • This field is mandatory 
  • Enter valid only 10 digit (which is already not registered in ERPCA)
  • Do not enter any blank spaces before and after values

5. Organization Email id - 

  • Enter valid email id for communication purpose in ERPCA.
  • Do not enter any blank spaces before and after values

6. CTC/Hrs -(User cost on an hourly basis)

  • Enter only numeric value
  • Do not enter any blank spaces before and after values

7. Billable/Hrs - 

  • Enter only numeric value
  • Do not enter any blank spaces before and after values
  • billable values can be greater than CTC value

8. Designation - 

  • This field is mandatory
  • Enter only values like Partner, Manager, Article, Employee, Receptionist, Accountant, HR only and follow the same sequence

9. Reporting To - 

  • This field is mandatory
  • Enter only registered Manager's email id only (means only Manager's email id is required in this field)
  • If there is no manager created mention the working under Partner's Email ID

10. Working Under - 

  • This field is mandatory
  • Enter only registered Partner's email id only (means only Partner's email id is required in this field)

11. Gender - 

  • This field is mandatory
  • enter only 'Female' and 'Male' values