Bulk Renaming of Records

Bulk Renaming of Records allows you to rename many records simultaneously.

1. Renaming One Document

• If renaming is enabled for the Document type, open the document → Menu → Rename.

1.1 Renaming Multiple Records

Apply the Rename Tool:

Steps:

1. Prepare a .csv file:
   • Column 1: Old record names
   • Column 2: New record names
2. Upload the file within the Rename Tool.
3. Click Rename to update in bulk.

2. Merging Records through Rename

You can combine two records by renaming one into the other.

Example: You have Customer: Steve and Customer: Steve1:

• Open either record → Menu → Rename
• Verify Merge with existing
• Confirm the rename.

All associated documents will be merged into the combined record.

3. Related Topics

• Data Import

Follow for more

• Go to Zikpro ERPnext Demo
• www.zikpro.com