Key Points for Bulk Upload of Customers:
Download Template:
Obtain the customer bulk template from the Customer section.
Fill in Details:
Customer Name: Is mandatory, it must be unique (required field).
Optional Fields: Mobile, Email ID, and GSTN can be filled in as needed.
Address Input:
Manually enter billing/shipping addresses.
Format:
Use format like 07 - Delhi for GST breakup in invoices.
Opening Balance:
Enter as a negative value if the customer owes money (e.g., -1000).
Name Changes:
Once uploaded, customer names cannot be changed in bulk edit or re-bulk uploads.
Custom Fields:
Add custom fields first, then download the template to include them in the Excel sheet.
Make sure to follow these guidelines to ensure a smooth bulk upload process!