Bulk Importing Clients and Projects
Managing multiple clients and projects can be overwhelming when adding them one by one. In keka, you have the option to bulk-upload Clients and Projects instead of adding them individually.
Navigate to the Project section (1) and click on Bulk Import (2). Within the Timesheet Imports option, locate Import Clients and Projects (3).
Click on the option to download the Excel Template from the page to access the template.
After downloading the template, make sure to fill in all the necessary fields in the sheet. Remember, column titles highlighted in red are mandatory. Don't forget to save the file once all the data is entered.
Next, within the keka platform on the corresponding page, choose the option to upload the Excel file containing the saved template. After completion, the process will automatically progress to the next page.
Note: You can now efficiently update client address information during the bulk import process. This update streamlines your data management by allowing you to modify multiple client addresses simultaneously.
Review the columns for accuracy and alignment, then proceed by clicking on the Continue button.
When you reach the final page, feel free to make any necessary adjustments and then click on the "Complete" button to successfully upload the file.
Hope the process to upload the Clients and projects is now clear. Need more help? You can refer to the other articles Available or contact us!