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 [2026/04/27 08:30] (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?24}} **Download**: Download the corresponding Excel template.
   - Open and fill up the excel file    - Open and fill up the excel file 
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 37: Line 39:
         * {{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.1751960741.txt.gz
  • Last modified: 2025/07/08 07:45
  • by chillhubadmin