With Indecab, you can import data to masters in the following sections:
1- Customers
2- Suppliers
3- My Drivers
4- My Vehicles
5- Employees
How to import?
Go to any of the above sections - click on the top right gear icon - click on Import - click on Download Import Format
Enter all the details in the Import Format file.
Save the file in .csv format - go to the relevant section again - click on Import - click on Choose file - select the edited import format file and click on Import
The details from the CSV file will be imported to your masters.
In case you enter the details incorrectly, you will see an error - click on Download result to download the file which will display missing/ incorrect information. Please fix the information and try the import again.
2- Supplier:
There are two types of import here -
2. Import DCO- This can be used to import DCO suppliers
5- Employees:
Under Employees import format you have the option to import an employee as a user - mention YES under Create User column in the import file. You can always set the password after import is completed.
Note: Please enter a unique email id for each employee. Once an email id has been registered, it cannot be registered again.
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