Pre-condition - Do not use ' and " sign in excel


In Import Customer - There are 2 ways to import Customer 1. Detailed 2. Minimal version. In the downloaded excel you can see only 3 mandatory fields. Lets discuss all the options brief


1. Sr No -  

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

2. Customer Code - 

  • Enter only Customer Code which accept alphanumeric, characters, numeric values
  • Added Customer code must be (already) assigned to existing Customer
  • Do not enter any blank spaces before and after values

3. Customer group Code - 

  • Enter only alphanumeric, characters, numeric values
  • This is mandatory field
  • if your customer does not belong to any group just put ' Default'


4. First Name - 

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

5. Last Name - 

  • Accept Characters values only
  • Do not enter any blank spaces before and after values

6. Contact Person PAN no

  • Accept only alphanumeric values
  • Enter only up to 10 alphanumeric values like (eg-ASASA1231A)
  • Do not enter any blank spaces before and after value

7. Email id of Contact Person

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

8. Additional Email id

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

9. Mobile No of Contact Person

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

10. Constitution

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

11. Name of Business

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

12. Business PAN No

  • Accept only alphanumeric values
  • Enter only up to 10 alphanumeric values like (eg-ASASA1231A)
  • Do not enter any blank spaces before and after value

13. GST No

  • Enter only alphanumeric values
  • up to 15 digits are required.
  • Do not enter any blank spaces before and after values

14. Est. year

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

15. Date of Birth

  • Enter YYYY-MM-DD format
  • Do not enter any blank spaces before and after values

16. IT Username

  • Accept Characters values only
  • Do not enter any blank spaces before and after values

17. IT Password

18. IT File No

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

19. GST File No

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

20. GST Username

  • Accept Characters values only
  • Do not enter any blank spaces before and after values

21. GST Password

22. GST registration date

  • Enter YYYY-MM-DD format
  • Do not enter any blank spaces before and after values

23. GST registration type

24. Date of OPT

  • Enter YYYY-MM-DD format
  • Do not enter any blank spaces before and after values

25. Registration email

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

26. GST registration contact no

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

27. IT registered email id

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

28. IT registered contact no

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

29. Additional Contact no

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

30. Address

  • Enter alphanumeric, can use characters like !@#$%^&*()_+[]>, .
  • Do not enter any blank spaces before and after values

31. Country

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

32. State

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

33. City

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

34. Zip Code

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

35. Account Manager

  • Enter valid and unique email id (which is already registered in ERPCA)
  • Do not enter any blank spaces before and after values