Upload Email Template

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 NameData TypeDescription
Document NameTextSO/Invoice/Estimate/Po, etc
Action NameTextOrder Confirmation/Deposit Link/general, etc.
Pdf Template nameTextPdf Template name
Email Template BodyTextEmail Template Body
Send From Email TemplateTextUser/Company Email
Entity TypeTextCustomer/vendor, etc.
Entity NameTextEntity Name
Entity EmailTextEntity Email
Entity Currency CodeTextEntity Currency Code
  • Upload the template


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