Company Contact Import - Winman

[mitulpanch]

Sheet Import for Setup

[mitulpanch]

Sample Sheet

[mitulpanch]

Name = > Company Name Name => Contact Name PAN => Company Custom Field (PAN) Password of Intimation/ ITR-V => Custom Field Company - (ITR-PASSWORD) DOB/DOI/DOF - Company Custom Field - (DOB) Address + City + Zip => Company Address Aadhaar No. => Contact Custom Field - (AADHAAR) Status => Company Legal Structure This confirmed over phone by @vinpahilwani

[mitulpanch]

I think Same email in export is problem

[mitulpanch]

Service linked with following parameters 1) Tax-audit case? If yes, service applicable TAX AUDIT 2) ITR Return Type a) ITR 5-service applicable ITR-FIRM b) ITR 6-service applicable ITR-CORPORATE c) ITR-3 and ITR-4-service applicable ITR-BUSINESS d) ITR-1-service applicable ITR-SALARIED e) ITR-2-service applicable ITR-OTHER INCOME

conditions for linking

[mitulpanch]

ECB offered service do not match

[mitulpanch]

Updated sheet / possible values

[mitulpanch]

due to common email in list for all clients, I think we need to ignore all emails to stop potential data errors

[mitulpanch]

@sureshsirvi confirmed => Only ITR-Return Service is required

This will get better starting point for new companies

[mitulpanch]

Api Ready for Testing

[mitulpanch]

All Software Imports are just for adding new Company, Editing existing companies are not supported Verified / Approved over phone with @vinpahilwani / @sureshsirvi

[Avinash-ecb]

Fresh import working correctly, all done