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:
Prepare a CSV or XLSX file with columns: Title, Client Name, Phone, Mobile, Email ID(Mandatory), Address.
Add data in excel with respect the columns.
Now go to Client Master.
Click on Bulk Upload button.
Select your branch.
Browse your file from local driver and select it.
Now click on “Upload” button.
Map each drop down with respect excel column heading.
Now finally click on “Final Save” button.
Finally you fill relaxed because If you’ve done it manually, so it definitely makes you frustrated.