Guides

[Import] Product & Service

Hello, you can import your registered Product and Service information into the Erxis system by following the instructions below. 

  1. Go to the Settings menu.
  2. Go to Import & Export and select Import.
  3. Go to Product & Service and click Next.
  4. Click on Download template to download the Excel template and enter your information.
  5. Download as a CSV file
  6. Choose a file to upload your cards: Enter product and click Next.
  7. In the Select Property section, match the header column with the erxis header information and give it a Name.
  8. Check and save the CheckDisclaimer .
  9. Check the results to see if the import was successful in the See Records result section.