Import Visit¶
How to bulk-import visit plans (Visit Plans) from an Excel file instead of creating them one by one.
Access¶
Go to Settings → Import Visit
Download the Template¶
Step 1: Click Download Template to get the Excel file
Fill In Visit Plan Data¶
Step 2: Open the template and fill in the data:
| Column | Description | Required |
|---|---|---|
| Staff Code | Staff account code in the system | Yes |
| Store Code | Store code in the system | Yes |
| Program Code | Survey program code | Yes |
| Visit Date | Format DD/MM/YYYY | Yes |
| Notes | Additional instructions for staff | No |
Note
Staff codes, store codes, and program codes must exactly match existing records in the system.
Upload and Import¶
Step 3: Choose the completed file → Click Upload
Step 4: Review the data preview → Click Confirm Import
Review Results¶
View the import report: number of Visit Plans successfully created and any error list.