Import Excel to Update Existing Records

  1. Go to Import under Basic.

  2. Enable Preprocess.

  3. Import the excel file

  4. Select Merge entry with the same information.
    EG: Refer Name to update the following details such as Position and Department.

  1. Click ‘Import’.

  2. Click ‘OK’ and save the module.

If able to find the Name (Reference) in the existing module, the system will update the department and position. If not then will create a new entry.