To import data, follow these steps:
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Go to Settings > Import.
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Download the import template.
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Enter your data into the Excel file, either manually or by copying and pasting. Please follow these guidelines:
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The file must be in .xlsx format.
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All cells must be formatted as text (not date, boolean, or other formats).
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The column headers must exactly match those in the template.
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Upload the completed file to begin the import process.
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Note on fee data :
Field | Note | Format |
---|---|---|
***Fee Name (Required) | The fee name is displayed on the receipt as the item purchased by the parents. | 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 |