Use this module to Batch upload the Default Document type, PDF Template, Email Template Body, and Send from Email for the Customers or Vendors.
How does it work?
- Navigate to the “Batch Upload Email Template” module.
- Download the template CSV file.
- Copy the information into the template
Column Name | Data Type | Description |
---|---|---|
Document Name | Text | SO/Invoice/Estimate/Po, etc |
Action Name | Text | Order Confirmation/Deposit Link/general, etc. |
Pdf Template name | Text | Pdf Template name |
Email Template Body | Text | Email Template Body |
Send From Email Template | Text | User/Company Email |
Entity Type | Text | Customer/vendor, etc. |
Entity Name | Text | Entity Name |
Entity Email | Text | Entity Email |
Entity Currency Code | Text | Entity Currency Code |
- Upload the template