Differences

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

--- batch_import [2025/07/08 06:54] – chillhubadmin
+++ batch_import [2026/04/27 08:30] (current) – chillhubadmin
@@ Line 1: / Line 1: @@
 ==== Batch Import ====
 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.
-  - Navigate to **Operational Data** -> **Batch Import page**
+\\ {{youtube>v-32rtCntaM}}
-  - **Select Template**: Choose a data type to import — **Product**, **Product Type**, **Service**, **Task**, **Inventory**, **Invoice**.
+  - 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|}}
   - {{mdi>download?24}} **Download**: Download the corresponding Excel template.
   - Open and fill up the excel file
+    * Samples as follows:
+      * **Product** \\ {{:import:import_3.jpg?600|}}
+      * **Product Type** \\ {{:import:import_4.jpg?600|}}
+      * **Inventory** \\ {{:import:import_5.jpg?600|}}
+      * **Invoice** \\ {{:import:import_6.jpg?1200|}}
+      * **Customer** \\ {{:import:import_8.jpg?1200|}}
     * 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 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 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 **//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.
+        * 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.
+        * 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).
-          * **CONTINUE**: Merge the row data (only for columns marked //Support multiple rows//) with the preceding INSERT or UPDATE row.
+            * 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 rowem
+      *	**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.
   - {{mdi>upload?24}} **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.
-  - {{mdi>content-save?24}} **Submit**: Click to submit and import the data into the system.
+  - {{mdi>content-save?24}} **Submit**: Click to submit and import the data into the system. \\ {{:import:import_7.jpg?600|}}
-    * Columns show the
+    * 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?24}} **Pending**: Data row is ready but not yet submitted.
-      * {{mdi>check-circle?24}} **Success**: Data row was submitted and imported successfully.
+        * {{mdi>check-circle?24}} **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?24}} **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?24}} **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>