How to Update the Billing Name in Bulk?

How to Update the Billing Name in Bulk?

To update the billing name for multiple units at once, follow these steps:  

Step 1: Log in to the ADDA Portal and go to Admin. 


Step 2:  Navigate to Income Tracker >> Track Units >> Click on Essential Bulk Upload.  


Step 3: Click on Upload Using CSV of Mailing/Billing Address.


Step 4:  Download the CSV template, update the Billing Name in the relevant column, and save the file in CSV format.  


Step 5:  Go back to the Essential Bulk Upload section, click Browse, select the updated file, and click Preview.  


Step 6: Review the details and click Submit to finalize the update.  

Notes
Note: Ensure the file is correctly formatted in CSV to avoid errors during upload.  

Author: Sandhya