Updating Records

Let's say you want to update Customer data in bulk in your system. The first step is to download the template with the data.

1. We start by downloading the template. While doing this, since we want to update, we can use filters to extract the exact records and import them back for updating.
2. First, we select the document type and the import type as Update Existing Records, and Save
3. When we try to download the template, we can apply filters, something like this
4. We click on Export.
5. Now, based on the template, the existing records look like this:

6. Now, change the values in your template and save the file as Excel or CSV.