1. III. Responsibilities of Admin
EFF Factor Training Program
III. Responsibilities of Admin
Part Two
Bulk Import of Masters
(for Admin only)

2. This feature is available only in Version 2
In case no. of masters is big, “EFF Factor provides Bulk Import of Masters”.
Click Here
NOTE:
This feature is available only in Version 2

3. Click on Import Customers for Customer Masters.
Click Here
Click on Import Customers for Customer Masters.

4. Manage Customers Click on Download Template
Enter all the Required details for Customers and Save it.
Click Here
Choose the File for Uploading And click on Upload.
Click Here
One can view the Customer Masters by clicking on
Manage
Customers
For modifying Customer Master click on the Customer name And Edit the
Required fields

5. Click on Import Employees for Employees Masters.
Click Here
Click on Import Employees for Employees Masters.

6. Manage Employees Click on Download Template
Enter all the Required details for Employees and Save it.
Click Here
Choose the File for Uploading And click on Upload.
Click Here
One can view the Employees Masters by clicking on
Manage
Employees
For modifying Employees Master click on the Edit option And Edit the
Required fields

7. Click on Import Department for Department Masters.
Click Here
Click on Import Department for Department Masters.

8. Manage Click on Download Template
Enter all the Required details for Departments and Save it.
Click Here
Click Here
Choose the File for Uploading And click on Upload.
One can view the Department Masters by clicking on
Manage
Department
For modifying Department Master click on the Edit option And Edit the
Required fields

9. Click on Import Job Templates for Job Templates Masters.
Click Here
Click on Import Job Templates for Job Templates Masters.

10. Manage Click on Download Template
Enter all the Required details for Departments and Save it.
Choose the File for Uploading And click on Upload.
Click Here
Click Here
One can view the Department Masters by clicking on
Manage
Job templates
For editing, deleting or adding a tasks of Job Template click on the name of specific job template And Edit the Required fields

11. Best Practices
Bulk Import