batch_import

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batch_import [2025/07/08 07:20] – chillhubadminbatch_import [2026/04/27 08:30] (current) – chillhubadmin
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 ==== Batch Import ==== ==== 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. 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}}
   - 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?24}} **Download**: Download the corresponding Excel template.
   - Open and fill up the excel file    - Open and fill up the excel file 
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       * **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
       * **Row 2**: Instructions for each column       * **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       * **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.           * **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).
-          * **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.           * **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.         * 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.
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         * {{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>
  
  • batch_import.1751959232.txt.gz
  • Last modified: 2025/07/08 07:20
  • by chillhubadmin