ERPCA provides the option to import customer data in bulk.The detailed or minmal version template can be downloaded from the import customer tab. Fill the database as per your requirement and upload the same by the selecting the corrresponding or default branch and the template format. Importing in bulk can save your time.While importing it will show the errors highlighted in red which will help you correct the data base as per the ERPCA format.The standard template column heads should not be modified and new column creation in excel sheet may also create errors while uploading.
This video will help you how to import customers in bulk using uploading an excel.
ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now.
We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at [email protected] to discuss.
ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
Customer module has a directory list as well as advanced view of customer details.
