To import data, go to Settings > Import.
1. Download the template
2. Input or copy and paste your data into the excel. Here are some general guidelines :
- 1. The import file should be in .xlsx format
- 2. All the cells in the excel data file should be in TEXT format (NOT date, boolean etc).
- 3. The header of excel MUST be the same as the template
3. Upload your template.
Note on fee data :
| Field | Note | Format |
|---|---|---|
| ***Bill Name (Required) | Bill name is displayed on the receipt as the item purchased by the parents. | Text |
| Category | The category of class in 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 every1 / 2 / 3 ... month the fee is charged. | Numeric |
| Minutes Per Lesson | Required if you charge by monthly fee by lesson or package | Numeric |
| Number of Lesson | Only required for quota fee | Numeric |
| ***Price (Required) | Numeric | |
| Detail | ||
| Remark |
More examples on class fee setting :
a. $2,000 / month no matter how many weeks in the month
| Field | Value |
| Fee Type | Monthly |
| Number of Month | 1 |
| Price | 2000 |
b. $300 / each lesson, 60 minute / lesson, calculated monthly
| Field | Value |
| Fee Type | Monthly |
| Number of Month | 1 |
| Minutes Per Lesson | 60 |
| Price | 300 |
c. $800 / 4 lessons of 60 minute
| Field | Value |
| Fee Type | Quota |
| Minutes Per Lesson | 60 |
| Number of Lesson | 4 |
| Price | 800 |