batch_import

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batch_import [2026/04/27 08:30] – chillhubadminbatch_import [2026/07/10 09:04] (current) – chillhubadmin
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   - Navigate to **Operational Data** -> **Batch Import page** \\ {{:import:import_1.jpg?200|}}   - Navigate to **Operational Data** -> **Batch Import page** \\ {{:import:import_1.jpg?200|}}
   - **Select Template**: Choose a data type to import — **Product**, **Product Type**, **Service**, **Task**, **UOM Conversion**, **Inventory**, **Invoice**, **Customer**, **Supplier**. \\ {{:import:import_2.jpg?600|}}   - **Select Template**: Choose a data type to import — **Product**, **Product Type**, **Service**, **Task**, **UOM Conversion**, **Inventory**, **Invoice**, **Customer**, **Supplier**. \\ {{:import:import_2.jpg?600|}}
-  - {{mdi>download?24}} **Download**: Download the corresponding Excel template.+  - {{mdi>download}} **Download**: Download the corresponding Excel template.
   - Open and fill up the excel file    - Open and fill up the excel file 
     * Samples as follows:     * Samples as follows:
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         * Some cells include specific formats and data validation, such as dropdown lists, to ensure only allowed values are entered and to minimize input errors.         * Some cells include specific formats and data validation, such as dropdown lists, to ensure only allowed values are entered and to minimize input errors.
       * The template may include an **example** sheet to guide users with sample data, and a **global_params** sheet to define values that apply to all imported rows.       * The template may include an **example** sheet to guide users with sample data, and a **global_params** sheet to define values that apply to all imported rows.
-  - {{mdi>upload?24}} **Upload**: Upload the completed Excel file; the data will be displayed in the table below. +  - {{mdi>upload}} **Upload**: Upload the completed Excel file; the data will be displayed in the table below. 
     * Enable **Abort on error** to stop the import process if any row contains an error.     * Enable **Abort on error** to stop the import process if any row contains an error.
-  - {{mdi>content-save?24}} **Submit**: Click to submit and import the data into the system. \\ {{:import:import_7.jpg?600|}} +  - {{mdi>content-save}} **Submit**: Click to submit and import the data into the system. \\ {{:import:import_7.jpg?600|}}
     * Import Status and any related Import Error are displayed for each data row.     * Import Status and any related Import Error are displayed for each data row.
       * **Import Status**:        * **Import Status**: 
-        * {{mdi>clock-outline?24}} **Pending**: Data row is ready but not yet submitted. +        * {{mdi>clock-outline}} **Pending**: Data row is ready but not yet submitted. 
-        * {{mdi>check-circle?24}} **Success**: Data row was submitted and imported successfully. +        * {{mdi>check-circle}} **Success**: Data row was submitted and imported successfully. 
-        * {{mdi>alert-circle?24}} **Error**: Submission failed due to an error in the data row. +        * {{mdi>alert-circle}} **Error**: Submission failed due to an error in the data row. 
-        * {{mdi>clock-outline?24}} **Validating e-Invoice**: //(Invoice only)// Submission was successful; awaiting e-Invoice validation result.+        * {{mdi>clock-outline}} **Validating e-Invoice**: //(Invoice only)// Submission was successful; awaiting e-Invoice validation result.
       * **Import Error**: Displays the error message if the import fails for a specific data row.       * **Import Error**: Displays the error message if the import fails for a specific data row.
 <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat> <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  
  • batch_import.txt
  • Last modified: 2026/07/10 09:04
  • by chillhubadmin