With the Bulk Rename tool, you can modify or update multiple document IDs simultaneously. Access to this tool is restricted to users assigned the System Manager role.

Rename Tool

You can rename IDs of up to 500 records at a time.

Step 1: Open Excel File

In a spreadsheet file, enter old Employee IDs in the first column, new Employee Ids in the second column, and whether this record should be merged with an existing (false by default). Save spreadsheet file in a CSV format without the header.

Step 2: Upload Data File

To upload data file, go to,

Settings > Data > Bulk Rename

Select DocType which you want to rename. Here, DocType will be Item. Then Browse and Upload data file.