Import data, follow these steps:
1. Go to Settings > Import.
2. Select module to import
3. Download the import template or upload your own file.
4. Enter your data into the Excel file, either manually or by copying and pasting.
Please follow these guidelines:
The file must be in .csv or .xlsx format.
5. Upload the completed template to proceed with the import.
Note on fee data :
| Field | Note | Format |
|---|---|---|
| ***Bill Name (Required) | The bill name is shown on the receipt as the item purchased by the parent. | Text |
| Category | Class category as shown in the timetable | Text |
| ***Name (Required) | The name of class in timetable | Text |
| Level | The level of class in timetable | Text |
| Fee Type (Required) | Monthly Quota | "Monthly" or "Quota" |
| Number of Month | Required only for "Fee Type" is monthly. This field specifies every 1 / 2 / 3 ... month the fee is charged. | Numeric |
| Minutes Per Lesson | Required if fees are charged monthly, per lesson, or by package. | Numeric |
| Number of Lesson | Only required for quota fee | Numeric |
| ***Price (Required) | Numeric | |
| Detail | ||
| Remark |
Additional examples of class fee settings:
a. $2,000 per month, regardless of the number of weeks in the month.
| Field | Value |
| Fee Type | Monthly |
| Number of Month | 1 |
| Price | 2000 |
b. $300 per lesson, 60 minutes per lesson, calculated monthly.
| Field | Value |
| Fee Type | Monthly |
| Number of Month | 1 |
| Minutes Per Lesson | 60 |
| Price | 300 |
c. $800 for 4 lessons, each 60 minutes.
| Field | Value |
| Fee Type | Quota |
| Minutes Per Lesson | 60 |
| Number of Lesson | 4 |
| Price | 800 |
1. Choose an Action
Add new records only: Only imports brand new items. Existing items are ignored.
Update existing records only: Only updates items already in the system. New items are ignored.
Add new and update existing records: Updates existing items and adds new ones.
Updates to existing records cannot be undone. Please make sure they are correct.
2. Match Records By
Example: Fee Name: The system looks at the Fee Name to check if an item already exists in your database. (Tip: Make sure the spelling is exactly the same to avoid duplicates).
Map columns
1. Fill in any unmapped columns.
2. Once completed, click Next to proceed.
Review & Import
1. Click Import to complete the process. If there are any rows with errors, you can still choose to proceed and import the correct rows.
2. Afterward, you can download the error log file, correct the data, and upload those remaining rows again.