Bulk Rename

Using the Bulk Rename tool, you can choose to rectify/change multiple document IDs at once. This tool is only accessible to the User who has the System Manager role assigned.

Rename Tool 

You can rename IDs of up to 500 records at a time. The following are steps to bulk rename bulk records. Let’s assume we are renaming Item Codes for the existing items.

Step 1: Open Excel File 

In a spreadsheet file, enter old Item IDs in the first column, and new Item Ids in the second column. Save spreadsheet file in a CSV format.

Upload Data

Step 2: Upload Data File 

To upload data file go to,

Settings > Data > Bulk Rename

Select DocType which you want to rename. Here, DocType will be Item. Then Browse and Upload data file.

Upload Data

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