CASSA

CASSA

Business Registers

Bulk Import Register Items

Here's how to bulk import register items.

Updated 2 weeks ago

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  1. From the main grid, click on the Import Items button. This action will display the import register data form.

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  1. First, you need to download the sample file by clicking on the download link. Save this file in your desired folder.

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  1. After opening the file, ensure that you enable editing since it was downloaded from the Internet. The spreadsheet contains six columns for your data organization.

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  1. Copy your register items by using Ctrl+C or right-clicking and selecting Copy. Navigate back to your spreadsheet and paste the data using Ctrl+V.

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  1. You can only import one file per record due to system limitations. Enter the file name for your attachments in the appropriate field.

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  1. Next, go back to the import register data and select your file for import, ensuring to include the zip file of necessary attachments.

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  1. After preparing your data, click on the Validate button to ensure the data format is correct before submitting. Once validated, proceed by clicking the Submit button.

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  1. Upon successful import, you should see a confirmation message indicating that your data and entries have been imported successfully.

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By following these steps, you have successfully imported bulk items into your business register, ensuring that all data is accurately handled.

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