Upload Contacts
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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.
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.
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.
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.
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.
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.
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.
