Upload Contacts

Overview

The Upload Contacts module in XoroERP streamlines the process of importing customer and vendor contacts in bulk. This enhancement allows businesses to seamlessly migrate existing contact information from their old systems into XoroERP using a structured Excel template, eliminating the need for manual data entry and reducing errors.

With this module, users can:

• Export contacts from their old system and format them using XoroERP’s predefined template.

• Copy and paste contact details into the template for bulk data entry.

• Upload the formatted file, allowing the system to automatically create or update contacts in XoroERP.

• Perform error validation to ensure only accurate data is imported.

This feature ensures businesses can quickly and efficiently update their contact database, ensuring all relevant customer and vendor information is available in one centralized system.

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How to Use the Upload Contacts Module

Step 1: Download the Contact Upload Template

• Navigate to XoroERP → Contacts → Upload Contacts.

• Click on "Download Template" to get the required file format.

• Open the file using Excel or any spreadsheet editor.

Step 2: Copy-Paste Contact Data into the Template

• Open the exported file from the old system.

• Copy and paste the relevant contact details into the downloaded XoroERP template.

• Ensure that all required fields (e.g., First Name, Last Name, Phone Number, Email, Entity Type) are correctly filled.

Step 3: Upload the Completed File

• Once all contacts have been copied into the template, go back to XoroERP.

• Click on "Upload Contacts" and select the completed file.

• The system will validate the data and import contacts in bulk.

Step 4: Validation & Error Handling

• If the file contains missing or incorrect fields, the system will highlight errors.

• Users can download an error report, correct any issues, and re-upload the file for successful processing.

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Template Fields in Batch Upload Contacts

The upload template includes the following fields to ensure accurate data migration:

Field Name	Description
Contact ID	A unique identifier for the contact (if applicable, used for updates).
First Name	The first name of the contact person.
Last Name	The last name of the contact person.
Email	The contact’s official email address.
Phone Number	The primary contact number for communication.
Entity ID	A unique identifier for the customer or vendor to which the contact belongs.
Entity Name	The name of the Customer or Vendor for which the contact is being uploaded.
Entity Type Name	Specifies whether the contact is associated with a Customer or Vendor.
Import Error	Displays any errors encountered during upload validation. If blank, the upload was successful.