The RMR Bulk Updater is for users who want to update RMR settings for a set of customers.
- Open the RMR Bulk Updater page (Setup > Uploaders > RMR Bulk Updater).
- Click Download Template (or Download Template with Data for sample data to see what is needed and how it is formatted.)
- Add the appropriate data based on your company to the template and save the spreadsheet.
- On the RMR Bulk Updater page, click Select file and browse to the spreadsheet and select it. The spreadsheet appears under the Select file button.
- Click the Upload button.
- At the confirmation message, click Yes to overwrite existing RMR data. There is a background job notification and a percentage bar showing progress.
- When the job is finished, open the RMR page (Accounts Receivable > RMR) and RMR detail pages to see the changes.