You can import the following information to Ocerra:
- Currency codes
- Tax rates
- GL codes
- Vendors/Suppliers and its information
If any of this data already exists in Ocerra, during import, the system will update each record.
To import this information, go to Settings – General – Import and click to Download Template.
Follow instruction on the Excel template.
IMPORTANT: Do not change the column headings in the template file. These need to be unchanged for the import to work in the next step.
When you are ready, upload the file and click import.
To confirm that the import to Ocerra was successful, you can check the imported data on the same page: