How do I bulk update the details of my MSME registered vendors?
To bulk update your vendors’ MSME details :
- Log in to your Zoho Books account.
- Go to Purchases on the left sidebar and select Vendors.
- Click Update MSME Details in the top right corner.
- In the next page, click Skip and Proceed to go to the Export Vendors section.
- Now, click Export Vendors to download the vendor details as a CSV file, and click Next.
- Open the downloaded file and enter the MSME registration type and number of your MSME vendors in the corresponding columns.
- Once you save those changes in the CSV file, go back to Zoho Books and click Update MSME Details in the Vendors module.
- In the Import section, click Upload File and select the edited CSV file.
- Click Import.
- Click Complete Migration at the bottom of the page.
The MSME details of your existing vendors will be updated.