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Bulk Upload

BULK UPLOAD​

1.1 Bulk Upload – Step-by-Step​

From the main side menu, click on "Maintenance", then go to "Masters", and finally choose "Bulk Upload". This will open the Bulk Upload page.

Step 1: Select Upload Type​

  1. In the Type dropdown, select the type of data you want to upload (e.g., Items, Suppliers, Customers, etc.).
  2. Each type has its own format.

Step 2: Download Template​

  1. Click on Download Template.
  2. An Excel template file (.xlsx) will be downloaded.
  3. Open the template and fill in the required details (e.g., item code, description, supplier code, etc.).
    • Ensure all mandatory fields are filled.
    • Keep the file size within 3MB.

Step 3: Upload File​

  1. Drag and drop the filled Excel file into the upload box or click inside the box and select the file from your computer.
  2. The selected file will appear inside the upload section.

Step 4: Validate & Upload​

  1. Click Validate & Upload.
  2. The system will first validate the data (check for missing fields, duplicates, or incorrect values).
  3. If errors are found → A message will be displayed, and you must correct the Excel file before re-uploading.
  4. If validation passes → The data will be successfully uploaded into the system.

Step 5: Clear Option​

  • If you want to cancel the upload or select a different file, click Clear.
note
  • Always use the downloaded template to avoid format mismatch.
  • Ensure there are no blank rows in between data.
  • File type must be .xlsx only (Excel format).
  • Maximum file size allowed: 3MB.
  • Upload only clean and validated data to avoid duplication.
  • If upload fails, check the error log and correct the Excel file before re-uploading.

That’s it! You’ve learned how to perform a Bulk Upload using the DMeX Support team.
For further assistance, please contact the Customer Support Team.