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Can I add multiple contractors at once instead of creating them one by one?
Yes. You can import multiple contractors using the Import Data option in the Contractors module.
To import contractors:
- Click People on the left sidebar.
- Switch to the Contractors tab.
- Click the More icon.
- Select Import Data.
- Choose Contractor Details.
- Upload your CSV or XLS file.
- Map the import fields with Zoho ERP fields.
- Click Next and then Import.