OncloudERP makes it easy to import huge data all at once into your account.
Data Porting is nothing but Import of bulk data especially master Data into the system with less effort.
You would be able to import below master data's,
- Customer Data Porting
- Item Data Porting
- Vendor Data Porting
- Lead Data Porting
Navigate to Homepage----->settings---->Data Porting
Steps to follow:
- Download the template (CSV or Excel)
- Fill in the data as well as the mandatory columns highlighted in red.
- Then export your template or save it as an Excel or Comma Separated Values (CSV) file.
- Upload the File either in .xlsx or .csv Click on the "Upload".
- Once the upload is successful click Import" button.
Below screenshot for reference,