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Bulk Upload

note

To go back to the Search screen, click Bulk Upload next to Welcome at the top-right corner of the page.

The Bulk Upload screen helps you upload multiple master records at once by using the system-generated Excel template.

1.1 Reach the Bulk Upload Screen​

From the main side menu, click on "HR & Administration", then go to "Masters", and finally choose "Bulk Upload". This will open the Bulk Upload screen.

1.2 Screen Overview​

Type​

The Type field is a searchable dropdown. On the HR & Administration → Master → Bulk Upload screen, the dropdown includes the following options shown across the screen:

  • Part
  • Item
  • Supplier
  • Customer
  • Control Plan
  • Opening Stock
  • Part Details
  • Customer Details
  • Supplier Details
  • Employee
  • User
  • Calibration
  • Item Details
  • Maintenance Questions
  • Holder
  • Tool
  • Tool Details
  • Holder Details
  • Instrument / Gauge
  • Instrument / Gauge Details
  • Cutting Tool
  • Cutting Tool Details
  • Collet
  • Collet Details
  • Pull Stud
  • Pull Stud Details
  • Machine
  • Metal
  • Control Item
  • Stock Ledger
  • Calibration Details

Openstock Date​

When Stock Ledger is selected as the Type, an additional Openstock Date [Mandatory] field appears next to the Type dropdown. Select the date (dd-mm-yyyy) the opening stock ledger snapshot is for — both Download Template and Validate & Upload are disabled until this date is selected.

Download Template​

After selecting a type (and, for Stock Ledger, the Openstock Date), click Download Template to get the latest Excel file for that upload type.

Upload Area​

The upload box reads "Click to upload or drag and drop XLSX file (Max. 3MB)". Click inside the upload box or drag and drop the completed .xlsx file. Only Excel files up to 3MB are allowed. Once a file is selected, its name replaces the upload prompt inside the box.

Validate & Upload​

Click Validate & Upload to validate the file and upload the records into the system.

Clear​

Click Clear to remove the selected file and restart the upload process.

1.3 Bulk Upload - Step-by-Step​

Step 1: Select the Upload Type​

Choose the required upload type from the Type dropdown. If needed, use the search box inside the dropdown to quickly find the required option. If you select Stock Ledger, also pick the Openstock Date that appears next to the dropdown before continuing.

Step 2: Download the Template​

Click Download Template and save the Excel file to your computer.

Step 3: Update the Template​

Open the downloaded file and enter the required data in the provided columns.

  • Fill all mandatory fields.
  • Do not change the column headers or template structure.
  • Remove blank rows before saving the file.

Step 4: Upload the File​

Drag and drop the completed file into the upload area, or click the upload area and browse for the file.

Step 5: Validate and Upload​

Click Validate & Upload.

  • If validation fails, the system displays the errors.
  • Correct the data in the Excel file and upload it again.
  • If validation succeeds, the records are uploaded successfully.

Step 6: Clear if Required​

Use Clear if you want to remove the selected file and upload a different file.

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  • Always use the downloaded template for the selected type.
  • Only .xlsx files are supported.
  • Maximum allowed file size is 3MB.
  • Upload clean data without duplicates to avoid validation errors.
  • If a required value is missing from a dropdown, update the related master setup first and then retry the upload.