How to update user details though excel in Factech?

Factech have provision to update user details in bulk through any excel format and it can be mapped with system fields.

Following are the steps to update user details like GSTIN, PAN, Mobile, Email, Bill start date etc. through excel.

Step 1: Go to  Main Menu (Customer), Select “Import Unit (New)” option from drop down menu

Step 2: Select unit and choose excel file to update the client details, click on “Continue”

Step 3: Select Update Existing option to continue

Step 4: Select unit and click on “Continue”

Step 5: you can mapped excel heading with system fields, click on upload to save details