{"id":3484,"date":"2021-07-01T08:56:24","date_gmt":"2021-07-01T03:26:24","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&#038;p=3484"},"modified":"2023-09-18T17:37:52","modified_gmt":"2023-09-18T12:07:52","slug":"how-to-update-user-detail-though-excel-in-factech","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-user-detail-though-excel-in-factech\/","title":{"rendered":"How to update user details though excel in Factech?"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/3484' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-3484-IBpsX26pa2' data-post_id='3484'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-user-detail-though-excel-in-factech\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to update user details though excel in Factech?\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t<div class='ewd-ufaq-author-date'>\n\n\tPosted\n\tby\n<span class='ewd-ufaq-author'>\n\tRamniwas<\/span>\n\ton\n<span class='ewd-ufaq-date'>\n\tJuly 1, 2021<\/span>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p><span style=\"font-size: 20px\">Factech have provision to update user details in bulk through any excel format and it can be mapped with system fields.<\/span><\/p>\n<p><span style=\"font-size: 20px\">Following are the steps to update user details like GSTIN, PAN, Mobile, Email, Bill start date etc. through excel.<\/span><\/p>\n<p><span style=\"font-size: 20px\">Step 1: Go to\u00a0 Main Menu (Customer), Select &#8220;Import Unit (New)&#8221; option from drop down menu<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-3767\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/import-user.png\" alt=\"\" width=\"523\" height=\"158\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/import-user.png 523w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/import-user-300x91.png 300w\" sizes=\"auto, (max-width: 523px) 100vw, 523px\" \/><\/span><\/p>\n<p><span style=\"font-size: 20px\">Step 2: Select unit and choose excel file to update the client details, click on &#8220;Continue&#8221;<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-3769\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload.png\" alt=\"\" width=\"1103\" height=\"204\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload.png 1103w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload-300x55.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload-1024x189.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload-768x142.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/user-upload-850x157.png 850w\" sizes=\"auto, (max-width: 1103px) 100vw, 1103px\" \/><\/span><\/p>\n<p><span style=\"font-size: 20px\">Step 3: Select Update Existing option to continue<\/span><\/p>\n<p><span style=\"font-size: 20px\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-3770\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing.png\" alt=\"\" width=\"1102\" height=\"152\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing.png 1102w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing-300x41.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing-1024x141.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing-768x106.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/update-existing-850x117.png 850w\" sizes=\"auto, (max-width: 1102px) 100vw, 1102px\" \/><\/span><\/p>\n<p><span style=\"font-size: 20px\">Step 4: Select unit and click on &#8220;Continue&#8221;<\/span><\/p>\n<p><span style=\"font-size: 20px\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-3768\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue.png\" alt=\"\" width=\"1298\" height=\"98\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue.png 1298w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue-300x23.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue-1024x77.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue-768x58.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/continue-850x64.png 850w\" sizes=\"auto, (max-width: 1298px) 100vw, 1298px\" \/><\/span><\/p>\n<p><span style=\"font-size: 20px\">Step 5: you can mapped excel heading with system fields, click on upload to save details<\/span><\/p>\n<p><span style=\"font-size: 20px\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-3772\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1.png\" alt=\"\" width=\"1294\" height=\"296\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1.png 1294w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1-300x69.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1-1024x234.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1-768x176.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/07\/upload-save-1-850x194.png 850w\" sizes=\"auto, (max-width: 1294px) 100vw, 1294px\" \/><\/span><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-user-detail-though-excel-in-factech\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-back-to-top'>\n\t\n\t<a class='ewd-ufaq-back-to-top-link'>\n\t\tBack to Top\t<\/a>\n\n<\/div>\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A How to update user details though excel in Factech? Posted by Ramniwas on July 1, 2021 Factech have provision to update user details in bulk through any excel format and it can be mapped with system fields. Following are the steps to update user details like GSTIN, PAN, Mobile, Email, Bill start date etc.<\/p>\n","protected":false},"author":10,"featured_media":3767,"comment_status":"open","ping_status":"closed","template":"","ufaq-category":[189,168],"ufaq-tag":[1707,1705,1706,1708,1709],"ufaq_folder":[],"class_list":["post-3484","ufaq","type-ufaq","status-publish","has-post-thumbnail","hentry","ufaq-category-customer-app","ufaq-category-user-management","ufaq-tag-how-to-update-gstin-in-user-details","ufaq-tag-how-to-update-user-details-in-isocietymanager","ufaq-tag-update-bill-start-date-for-bill-generation","ufaq-tag-update-customer-details-in-factech","ufaq-tag-update-customer-details-in-ibill"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Factech have provision to update user details in bulk through any excel format and it can be mapped with system fields. 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Following are the steps to update user details like GSTIN, PAN, Mobile, Email, Bill start date etc. through excel. Step 1: Go to Main Menu (Customer), Select &quot;Import Unit (New)&quot; option from drop down","og:url":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-user-detail-though-excel-in-factech\/","og:image":"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/05\/cropped-Factech_logo_Signature-1.png","og:image:secure_url":"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/05\/cropped-Factech_logo_Signature-1.png","article:published_time":"2021-07-01T03:26:24+00:00","article:modified_time":"2023-09-18T12:07:52+00:00","twitter:card":"summary","twitter:title":"How to update user details though excel in Factech? - Facility Technology","twitter:description":"Factech have provision to update user details in bulk through any excel format and it can be mapped with system fields. Following are the steps to update user details like GSTIN, PAN, Mobile, Email, Bill start date etc. through excel. 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