Bulk updation of companies

Bulk updation of Companies

Scope:update company records using Excel or CSV files by referencing the system-generated ID.

Steps:

1. Select the "Import" option and choose the "Update" mode.
2. Map the columns in your file to the corresponding system field names.
3. Click "Import" to initiate the update process.

Since this is a background task, wait for the acknowledgment email. If there are errors, the email will include an error message column with specific messages for each affected row. Rows with errors will be highlighted in orange.

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Step 1: Import

Step 2: Choose file

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Step 3: Select update

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Step 4:Map fields

• Map file fields with system fields ( Id is the system generated unique id which is required to update a contact, you can get it by exporting the company data)

Step 5:Confirm Importing

• After mapping Click on Import to start update of companies.

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