Upload Email Template

The email templates are pre-defined structures for the email content. They serve as the foundation for sending out consistent emails each time. These templates typically include placeholders for customizable elements like recipient names, company details, and specific content, allowing users to tailor messages.

You can either create an email template from the Email Template module or Batch Upload from the “Upload Email Template” module using the steps mentioned below:

• Download the latest CSV template from the “Batch Upload Email” module.

• Copy the template information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template

• Navigate to the “Batch Upload Email Template” module using the search menu.

• Click on "Download Template".

  

Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

• The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.

• Make sure you don’t change any column headings from row 1 in the template; these are needed for the file to import correctly.

Email Template File Fields

Field	Data Type	Description
**DocumentName	Text	Enter the name of the module for which you want to add the template, e.g. Sales Order/Invoice/Estimate/Purchase Order, etc.
**ActionName	Text	Enter the name of the document for which you are uploading the template, e.g. Order Confirmation/Deposit Link/general, etc.
PdfTemplateName	Text	Enter the name of the pdf template.
EmailTemplateBody	Text	Enter the that body of the email here.
SendFromEmailTemplate	Text	Choose if you want to send the email from the User Email or Company Email.
EntityType	Text	Please indicate if the email is meant for a "Customer" or a "Vendor".
EntityName	Text	Enter the name of the customer or the vendor here. This should exactly match the customer or vendor name registered in Xoro.
EntityEmail	Text	Enter the email address to which the email will be sent.
EntityCurrencyCode	Text	Enter the currency code of the entity (customer/vendor).
ImportError	Text	If there are any errors from an upload, they will be listed in this column.

Uploading the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

• Click Browse to select the saved CSV template file.

  
• After the file has been selected, click on Upload to start importing.

  
• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with the message for success or error (if any).

• Products will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.