All posts tagged massive import

Bulk Import of Client Companies

Jul 11, 2022 Financial management, Fiscal management, Economic settings 0 Comments 0

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...

Massive import of student master records

09 Nov, 2018 Registries 0 Comments 0

In case you want to massively import the history of student records, regardless of whether they are active students or students who were enrolled in the past, you can use an excel template in the system to use for the import. Then navigate to Master Data → Students: Then press the button . . . Continue reading...