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
batch_import [2026/07/10 09:04] – chillhubadminbatch_import [2026/09/28 09:33] (current) – chillhubadmin
Line 2: Line 2:
 In Chillhub, users can navigate to the **Batch Import** page to quickly bulk import master data, inventory data, or invoices using the **Excel loader** — streamlining setup, data migration, and data synchronization between systems. In Chillhub, users can navigate to the **Batch Import** page to quickly bulk import master data, inventory data, or invoices using the **Excel loader** — streamlining setup, data migration, and data synchronization between systems.
 \\ {{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** \\ {{gallery>:import:import_1.jpg?200x0&crop=off&0}} 
-  - **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**. \\ {{gallery>:import:import_2.jpg?600x0&crop=off&0}}
   - {{mdi>download}} **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:
-      * **Product** \\ {{:import:import_3.jpg?600|}} +      * **Product** \\ {{gallery>:import:import_3.jpg?600x0&crop=off&0}} 
-      * **Product Type** \\ {{:import:import_4.jpg?600|}} +      * **Product Type** \\ {{gallery>:import:import_4.jpg?600x0&crop=off&0}} 
-      * **Inventory** \\ {{:import:import_5.jpg?600|}} +      * **Inventory** \\ {{gallery>:import:import_5.jpg?600x0&crop=off&0}} 
-      * **Invoice** \\ {{:import:import_6.jpg?1200|}} +      * **Invoice** \\ {{gallery>:import:import_6.jpg?1200x0&crop=off&0}} 
-      * **Customer** \\ {{:import:import_8.jpg?1200|}}   +      * **Customer** \\ {{gallery>:import:import_8.jpg?1200x0&crop=off&0}}   
     * The Excel template follows this format:     * The Excel template follows this format:
       * **Row 1**: Title       * **Row 1**: Title
Line 31: Line 31:
   - {{mdi>upload}} **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}} **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. \\ {{gallery>:import:import_7.jpg?600x0&crop=off&0}}
     * 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**: 
  • batch_import.1783674244.txt.gz
  • Last modified: 2026/07/10 09:04
  • by chillhubadmin