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How do I bulk update the details of my MSME registered vendors?

To bulk update your vendors’ MSME details :

  • Log in to your Zoho Books account.
  • Go to Purchases on the left sidebar and select Vendors.
  • Click Update MSME Details in the top right corner.
  • In the next page, click Skip and Proceed to go to the Export Vendors section.
  • Now, click Export Vendors to download the vendor details as a CSV file, and click Next.
  • Open the downloaded file and enter the MSME registration type and number of your MSME vendors in the corresponding columns.
  • Once you save those changes in the CSV file, go back to Zoho Books and click Update MSME Details in the Vendors module.
  • In the Import section, click Upload File and select the edited CSV file.
  • Click Import.
  • Click Complete Migration at the bottom of the page.

The MSME details of your existing vendors will be updated.

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