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.

1. Navigate to Operational Data → Batch Import page
   
2. Select Template: Choose a data type to import — Product, Product Type, Service, Task, UOM Conversion, Inventory, Invoice, Customer, Supplier.
   
3. Download: Download the corresponding Excel template.
4. Open and fill up the excel file
   • Samples as follows:
     • Product
       
     • Product Type
       
     • Inventory
       
     • Invoice
       
     • Customer
       
   • The Excel template follows this format:
     • Row 1: Title
     • Row 2: Instructions for each column
       • Columns marked as Required must not be left empty.
       • Columns with the remark Match [object] Name require that the referenced name already exists in the system before import.
       • Columns with Default: [default value] use the default value if left blank.
       • Columns with Support multiple rows allow additional rows to be merged with the main row for nested list entries, used with the CONTINUE execution action.
     • Row 3: Column headers
       • First column execute defines the action for each data row.
         • INSERT: Add the row data as a new record.
         • 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.
         • IGNORE: Skip the row without performing any action.
     • Row 4 onwards: Enter your data starting from this row
       • 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.
5. 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.
6. Submit: Click to submit and import the data into the system.
   
   • Import Status and any related Import Error are displayed for each data row.
     • Import Status:
       • Pending: Data row is ready but not yet submitted.
       • Success: Data row was submitted and imported successfully.
       • Error: Submission failed due to an error in the data row.
       • 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.