Upload huge number of client by on click

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OCRDESK knows adding 10 client manually is easy but if you are adding 100+ clients manually then it is very irritating and time consuming task, time is very important for every one, so taking this point in mind OCR Desk provides “Client Bulk” upload mechanism here you can add 1000+ clients in single click.

What have to do for bulk upload:

  • Step1

    Prepare a CSV or XLSX file with columns: Title, Client Name, Phone, Mobile, Email ID(Mandatory), Address.

  • Step2

    Add data in excel with respect the columns.

  • Step3

    Now go to Client Master.

  • Step4

    Click on Bulk Upload button.

  • Step5

    Select your branch.

  • Step6

    Browse your file from local driver and select it.

  • Step7

    Now click on “Upload” button.

  • Step8

    Map each drop down with respect excel column heading.

  • Step9

    Now finally click on “Final Save” button.

Finally you fill relaxed because If you’ve done it manually, so it definitely makes you frustrated.