batch_import [Chillhub App Knowledge Base]

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
==== 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.
\\ {{youtube>v-32rtCntaM}}
  - 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 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.
  - {{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. \\ {{:import:import_7.jpg?600|}}	
    * Import Status and any related Import Error are displayed for each data row.
      * **Import Status**: 
        * {{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>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.
      * **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>