Bulk Rename

You can choose to correct/change many document IDs at once using the Bulk Rename tool. Only the User with the System Manager role assigned can use this tool.

Rename Tool

Up to 500 records' IDs can be renamed at once. The processes to renaming records in bulk are listed below. Assume for the moment that the existing employees' Employee IDs are being renamed.

Step 1: Open Excel File

Enter the new employee IDs in the second column, the old employee IDs in the first column, and if this record should be merged with an existing record in the spreadsheet file (false by default). spreadsheet file without the header saved in CSV format.

Step 2: Upload Data File

Visit to upload a data file

Settings > Data > Bulk Rename

Choose the document type you want to rename. Doc Type in this case will be Item. Then select a data file and upload it.