{"id":6413,"date":"2021-07-28T06:31:00","date_gmt":"2021-07-28T06:31:00","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/import-office\/"},"modified":"2021-08-03T12:47:12","modified_gmt":"2021-08-03T12:47:12","slug":"import-office","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/import-office\/","title":{"rendered":"Import Office"},"content":{"rendered":"\t\t
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Bulk imports<\/b> enable you to <\/span>import<\/b> large amounts of data more quickly. Follow the below steps to Import Office Data.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Go to <\/span>Admin <\/span><\/b>->> <\/strong>Organization <\/span><\/b>->><\/strong>Bulk Import <\/span><\/b>->><\/b>Offices<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\tClick on the <\/span>\ndownload <\/b>button to get the template to import the Offices.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Field Name & Description\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Office Name(<\/b>*<\/b>) – <\/b>Specify the name of Office<\/span><\/li>\n<\/ul>\n
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    • Parent Office(<\/b>*<\/b>) – <\/b>Choose the Parent Office from the drop-down<\/span><\/li>\n<\/ul>\n
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      • Parent OfficeId<\/b>(<\/b>*<\/b>) – <\/b>It will automatically show the corresponding Parent OfficeId<\/span><\/li>\n<\/ul>\n
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        • Opened On Date<\/b>(<\/b>*<\/b>)<\/b> ( dd\/mm\/yyyy ) – <\/b>Specify the Office Opened Date. It should be in the mentioned format<\/span><\/li>\n<\/ul>\n
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          • External ID – <\/b>Specify the unique identifier of the office. (i.e, Office Id)<\/span><\/li>\n<\/ul>\n
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            • Mobile Number<\/b>(<\/b>*<\/b>)<\/b> – <\/b>Specify the office mobile number<\/span><\/li>\n<\/ul>\n
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                • Street(<\/b>*<\/b>) – <\/b>Specify the street name of the office<\/span><\/li>\n<\/ul>\n
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                  • Address Line 1,2,3 – <\/b>Specify the office address<\/span><\/li>\n<\/ul>\n
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                      • Postal Code(<\/b>*<\/b>) –\u00a0 <\/b>Specify the office postal code. It should be the correct value<\/span><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                        Choose the updated template file and upload it. You will get a notification saying your file is imported successfully.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                        Once the file is uploaded click on the Refresh button and check the details in the manage office form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                        Uploaded data is added in the Office List.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":6410,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-6413","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nImport Office - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/import-office\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Office - Wiki\" \/>\n<meta property=\"og:description\" content=\"Bulk imports enable you to import large amounts of data more quickly. 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