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In case you want to edit, delete, or create fields in the Student or Tutor Master Records in a massive way, you can operate through the massive import of Master Records. Navigate to Master Records → Students and click on the three dots in the upper right corner that correspond to Menu → Import: Bottom . . . Continue reading...
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...
Especially in case you need to align the system with collective courses that have already started in the past, you can massively import student enrollments Navigate to Administration → Massive Actions and expand the second section Massive Import of Students. Click "Download blank template" to download . . . Continue reading...