Arise Software Ltd

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12. August 2019 11:00
by Admin
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Batch Update

12. August 2019 11:00 by Admin | 0 Comments

GDPro allows batch updating of certain fields, such as shareholder Regions. The following example is for updating regions.

Ensure region codes are entered:

Ensure spreadsheet is saved as xls version.

 

Access import facility:

 

Process

  • Load file by clicking […] and selected file.
  • Enter worksheet name (in this example AUS>Wellington)
  • Select column with SHID (in this example column A)
  • Select the field to be updated (Region)
  • Select column that contains the data to update GDPro (in this example, Region is being updated which is column U in the spreadsheet)
  • Click Run – not this process is irreversible

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