Bulk Renaming of Records

Bulk Renaming allows renaming multiple records at once.

You can rename a document in Lyte ERP (if it is allowed) by going to Menu > Rename in the document.

Alternatively, if you want to rename a whole bunch of records, use the Rename Tool. Go to:

Renaming a document

> Home > Settings > Rename Tool

This tool will allow you to rename multiple records at the same time.

To rename multiple records, upload a .csv file with the old names in the first column and the new names in the second column. Then click on Upload .

Bulk Rename

You can also merge documents by renaming them. For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename and tick the 'Merge with existing' checkbox. This will merge all the linked documents of both documents. To know more, visit this page.

  1. Data Import