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 Employee IDs for the existing employees.

Step 1: Open Excel File

In a spreadsheet file, enter old Employee IDs in the first column, new Employee Ids in the second column, and whether this record should be merged with an existing (false by default). Save spreadsheet file in a CSV format without the header.

Old Name New Name Merge
HR-EMP-00001 EMP0001 FALSE
HR-EMP-00002 EMP0002 FALSE
HR-EMP-00003 EMP0003 FALSE
HR-EMP-00004 EMP0004 FALSE
HR-EMP-00005 EMP0005 FALSE
HR-EMP-00006 EMP0006 FALSE

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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