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Module 04: Import Data & Test Seeder

The Import Data module (/import-data) provides bulk spreadsheet data migration tools for rapid onboarding and includes a sandbox data seeder engine for trial testing prior to official system launch.

🎯 Core Capabilities

1. Bulk Spreadsheet Importer

  • Supported Entity Templates:
  • Customers: Name, TRN, Phone, Email, Payment Terms, Credit Limit, Currency, Billing Address.
  • Vendors: Supplier Name, TRN, Phone, Email, Payment Terms, Default Expense Account, Currency.
  • Chart of Accounts: Account Code, Account Name, Account Type (Asset, Liability, Equity, Income, Expense), Parent Account.
  • Products: Item SKU, Item Name, Category, UOM, Cost Price, Sales Price, Minimum Stock Level.
  • Employees: Employee ID, Full Name, Email, Department, Job Title, Joining Date, Basic Salary.
  • Validation Engine: Pre-validates uploaded files before committing rows to the database. Displays line-specific errors (e.g., "Line 14: Duplicate TRN number 100234567800003 already exists").

2. Practice Test Data Seeder

  • One-Click Sandbox Generator: Populates a realistic sample dataset containing test customers, vendors, products, inventory movements, sales orders, purchase bills, and journal entries.
  • Enables team members to practice transactions and evaluate workflows without manual data entry.

3. Test Data Reset Engine

  • Transactional Wipe: Clears practice test transactions (Invoices, Orders, GRNs, Payments, JVs) while retaining your clean Master Catalog setup (Customers, Vendors, Products, Chart of Accounts).

4. Go-Live Milestone Locking

  • Permanent Lock: When the official company Go-Live Date configured in Manager Control is reached, the sandbox test data seeder and reset tools are permanently disabled to preserve production financial integrity.

💡 Step-by-Step Instructions

Bulk Importing Products via Excel/CSV

  1. Navigate to Import Data (/import-data).
  2. Select Products Master tab and click Download Template (.xlsx).
  3. Fill in product details in Excel and save the file.
  4. Drag and drop the file into the upload area.
  5. Click Validate File. Review any highlighted line errors.
  6. Click Confirm & Import. The products are instantly added to your Inventory catalog.

Resetting Practice Data Before Production Go-Live

  1. In Import Data, navigate to the Practice Test Data tab.
  2. Click Reset Test Data.
  3. Type RESET in the confirmation dialog to confirm wiping sample transactions.
  4. Your master customer and product registries remain intact, ready for live operations!