Import Data

The Import module lets you set up or migrate large datasets quickly by uploading a single Excel (.xlsx) file. Instead of creating records one by one, you can prepare all your data in a spreadsheet and import everything in one operation.

What Can Be Imported

Sheet	Records Created
Service Centers	Divisions (departments/teams)
Locations	Physical rooms, tables, or areas
QR Codes	Chat QR tokens linked to locations and divisions
Users	Staff accounts (hashed passwords, role assignments)
Products	Product catalog items

How to Import

Step 1: Download the Sample File

Click Download Sample in the top right. This downloads a pre-formatted .xlsx file with:

• All required sheets and column headers
• Example rows showing the expected format
• Notes on required vs. optional fields

Step 2: Fill in Your Data

Open the sample in Excel or Google Sheets. Follow the column structure:

• Do not rename sheets or column headers.
• Leave optional columns blank — do not delete them.
• Use the exact status values shown in the examples (active, inactive, etc.).

Step 3: Upload and Import

1. Drag your completed .xlsx file onto the upload zone, or click to browse.
2. The file name and size are shown once selected. Click Remove to replace it.
3. Click Import.
4. Wait for the progress indicator to complete.

Import Results

After a successful import, you’ll see a results panel:

Import complete — 47 records created

Service Centers:  3 created · 0 skipped
Locations:       12 created · 2 skipped
QR Codes:        12 created · 2 skipped
Users:           15 created · 1 skipped
Products:         5 created · 0 skipped

Skipped Records

Records are skipped (not errored) when:

• A record with the same unique identifier already exists (e.g., same email for users, same QR token).
• A required field is missing.

Warnings

If any rows had problems, a yellow warning panel lists them. Review and re-import those specific rows if needed.

Error Handling

Error	Cause
”Please select an Excel (.xlsx) file”	Wrong file format — only .xlsx is supported
”Import failed”	Server-side error — check the warnings panel for details

Caution

Import is additive — it only creates new records, never updates or deletes existing ones. If you need to update existing data, use the individual management pages (Divisions, Locations, Products, Users, QR Codes).

Required Roles

Import is restricted to Admin and above (level 90+). Regular staff cannot access this page.

Tips for Large Datasets

• Import in order: Service Centers → Locations → QR Codes → Users → Products to respect foreign key dependencies.
• Test with 2–3 rows per sheet first to verify the format before importing hundreds of records.
• The import is transactional per sheet — if one sheet fails, others may still succeed.