Bulk Rename
Renaming a single document
You can rename a document in ERPNext by going to Menu > Rename. This option will only be visible if you have the required permissions.
Renaming multiple documents
Using the Bulk Rename tool, you can choose to rectify/change multiple document IDs at once. This tool is only accessible to the User who has the System Manager role assigned.
Rename Tool
You can rename IDs of up to 500 records at a time.
This tool is only accessible to the User who has the System Manager role assigned.
The following are steps to bulk rename bulk records. Let's assume we are renaming Employee IDs for the existing employees.
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.
| Old Name | New Name | Merge |
|---|---|---|
| HR-EMP-00001 | EMP0001 | FALSE |
| HR-EMP-00002 | EMP0002 | FALSE |
| HR-EMP-00003 | EMP0003 | FALSE |
| HR-EMP-00004 | EMP0004 | FALSE |
| HR-EMP-00005 | EMP0005 | FALSE |
| HR-EMP-00006 | EMP0006 | FALSE |
Step 2: Upload Data File
To upload the data file, search for "Rename Tool" on the awesomebar.
Select the DocType that you want to rename. Then browse and upload the data file and click Rename.
The Bulk Rename Jobs shows the progress of the process for each entry, from the queuing state to either finished or failed.
Merging Documents
You can also merge documents by renaming them. For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename, and tick the 'Merge with existing' checkbox. This will merge all the linked documents of both documents.
To do this in bulk with the Rename Tool, change the "Merge" column to "1" or "TRUE" and upload this file to trigger renaming.
| Old Name | New Name | Merge |
|---|---|---|
| Steve1 | Steve | 1 |