batch_import

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
batch_import [2025/07/08 07:45] – chillhubadminbatch_import [2026/07/10 09:04] (current) – chillhubadmin
Line 3: Line 3:
 \\ {{youtube>v-32rtCntaM}} \\ {{youtube>v-32rtCntaM}}
   - 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**, **Inventory**, **Invoice**. \\ {{: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:
Line 10: Line 10:
       * **Product Type** \\ {{:import:import_4.jpg?600|}}       * **Product Type** \\ {{:import:import_4.jpg?600|}}
       * **Inventory** \\ {{:import:import_5.jpg?600|}}       * **Inventory** \\ {{:import:import_5.jpg?600|}}
-      * **Invoice** \\ {{:import:import_6.jpg?1200|}}   +      * **Invoice** \\ {{:import:import_6.jpg?1200|}} 
 +      * **Customer** \\ {{:import:import_8.jpg?1200|}}   
     * The Excel template follows this format:     * The Excel template follows this format:
       * **Row 1**: Title       * **Row 1**: Title
Line 22: Line 23:
           * **INSERT**: Add the row data as a new record.           * **INSERT**: Add the row data as a new record.
           * **UPDATE**: Update an existing record using a matching key (e.g., name).           * **UPDATE**: Update an existing record using a matching key (e.g., name).
 +            * The key fields for **customers** and **suppliers** are **Name**, **Contact number**, **Address**  
           * **CONTINUE**: Merge the row data (only for columns marked **//Support multiple rows//**) with the preceding **INSERT** or **UPDATE** row.           * **CONTINUE**: Merge the row data (only for columns marked **//Support multiple rows//**) with the preceding **INSERT** or **UPDATE** row.
           * **IGNORE**: Skip the row without performing any action.           * **IGNORE**: Skip the row without performing any action.
Line 27: Line 29:
         * 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>
  
  • batch_import.1751960741.txt.gz
  • Last modified: 2025/07/08 07:45
  • by chillhubadmin