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

Was this article helpful?Give Feedback.

---