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It is possible to perform an import of invoices already generated in XML into the management system. Navigate to Tax Settings → Invoices/Credit Notes and select the three bullets at the top right and then Import XML Invoices: In the box that opens click on Choose File: From the file selection window . . . Continue reading...
It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . Continue reading...
You can massively import course enrollments that are already in the system as course templates. To do this navigate to Administration → Massive Actions → Massive Import of Enrollments from here you will be able to download the Excel file that will need to be filled in with student data by clicking the Download Template button . . . Continue reading...