VI. Upload Excel Customer(New Portal)

UPLOADING EXCEL (CUSTOMERS FORM)

To upload the customer form. On the Homepage click on PRISM and then Customers.

Click on Upload/Download.

Click on Upload

On the pop up window. click on Select file

Select the upload type and then select Upload.

Upload Type

1. Delete and Insert – this option will delete all entries and insert new customers.
2.Update and Insert – this option will update your customer list.
3. Update and Deactivate -

Customers are now uploaded on the website.

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