Import
Load schools and catalogue titles in bulk from a CSV file, and see exactly which rows failed and why.
/admin/importImport, headed Bulk Import on screen, loads many schools or titles at once from a CSV file. It has two cards, Schools and Catalogue titles. Each card shows the exact column headings it expects and offers a Sample CSV to start from.
Rows that pass are added. Rows that fail are listed with their row number and the reason, and nothing about them is saved, so you can fix those rows and upload just them again.
Import a file
Get the sample
On the card you need, select Sample CSV. It downloads a file with the right headings and one example row.
Fill it in
Fill in one row per school or title, keeping the headings exactly as they are. Save it as a CSV file. From Excel or Google Sheets, choose CSV when you save or download.
Choose the file
Select the file box on the card and pick your CSV. The card says how many data rows it read, for example "schools.csv: 120 data rows parsed".
Import
Select Import. When it finishes, the card shows how many were imported and how many rows failed, with a table of Row and Error for each failure.
Row numbers count data rows only, skipping blank lines: row 1 is the first line under the headings.
An import adds rows and can't be undone from here. Try a few rows first, and check them in the register before loading the whole file.
Schools
The headings, in this order:
code,name,address,cityDistrict,state,pincode,phone,board,potential,territory,executiveCode,latitude,longitude,geofenceRadiusM
| Column | What to put in it | Required |
|---|---|---|
code | The school code, at least 3 characters. | Yes |
name | The school's name. | Yes |
address | The postal address. Wrap it in double quotes if it contains a comma. | Yes |
cityDistrict | City or district. | Yes |
state | State. | Yes |
pincode | Six digits. | Yes |
phone | A phone number, or blank. | No |
board | For example CBSE. | Yes |
potential | LOW, MEDIUM or HIGH, in any case. | Yes |
territory | The name of a territory already in Geography. | Yes |
executiveCode | The 6-digit employee code of the school's owner, already in Executives. | Yes |
latitude, longitude | The school gate, both or neither. Blank leaves the school without a fence. | No |
geofenceRadiusM | The check-in radius in metres, 100 to 500. Blank means 100. | No |
A school imported this way has only its owner on it. The file has no columns for the invoice email, the sampling and decision months, or other people on the school: add those on the school afterwards. See Schools.
Catalogue titles
The headings, in this order:
isbn,name,author,series,classLevel,component,listPrice,firm
| Column | What to put in it | Required |
|---|---|---|
isbn | Thirteen digits starting 978 or 979. | Yes |
name | The title as it should print on an invoice. Wrap it in double quotes if it contains a comma. | Yes |
author | The author, or blank. | No |
series | The name of a series already in Catalogue, or blank. | No |
classLevel | Nry, LKG, UKG, or 1 to 12, or blank. | No |
component | CB, WB, TM, LR or SB, or blank. | No |
listPrice | The price per copy, zero or more. | Yes |
firm | DOMATO or DOMINIONS, or Vyapar's item codes DL or DN. Blank means Domato. | No |
The firm column accepts Vyapar's codes because the catalogue is usually copied out of Vyapar.
What gets refused
| Problem | What happens |
|---|---|
| A value in the wrong shape (a 5-digit pincode, a 12-digit ISBN) | The row fails, naming the column and what was wrong. |
| A territory name that isn't in Geography | The row fails with "unknown territory". Names are matched ignoring capitals. |
| An employee code that isn't in Executives | The row fails with "unknown executive code". |
| Only one of latitude and longitude | The row fails with "latitude and longitude must be given together". |
| A school code already in the register | The row fails with "insert failed … (duplicate code?)". |
| A series name that isn't in the catalogue | The row fails with "unknown series". Create the series first. |
| A firm code SalesYatra doesn't know | The row fails, listing the codes it accepts. |
| An ISBN already in the catalogue | The row is skipped quietly and not counted as imported. The existing title is left as it is. |
Set up the territories, executives and series before importing, since the import looks them up by name or code and won't create them. The order is on the Admin panel page.
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Stock
See how many copies of each title the warehouse holds, add or take off stock by hand, and read how each level got where it is.
Settings
Set the cap on a single claim, the rate per kilometre, the most a book on an order may be discounted, the stock alert level, the working hours a manager sees the team in, and when an unended day closes.