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IMPORT/EXPORT

NEW ADDITIONS27TH JAN 2015ASHUTOSH CHAUDHARY <ASHUTOSHC@MANAGEMYSPA.COM>

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Available importsHow to ImportDetails regarding Imports

• Sheets• Columns• Validations• Notes

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AVAILABLE IMPORTSMaster data:

Import Export

Services Available Available

Products Available Available

Guests Available Available

Jobs Available Available

Rooms Available Available

Employees Available Available

Vendors Available Available

Packages Available Not Available

Guest Custom Fields Available Not Available

Service Custom Fields Available Not Available

Newly added in last couple of releases

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Data associations:

Import Export

Job Designation Available Available

Service Product Available Available

Vendor Product Available Available

Package Center Available Not Available

Service Field Association Available Not Available

Product Variant Association

Available Not Available

Service Variant Association

Available Not Available

Related Items Association Available Not Available

Newly added in last couple of releases

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Balances:

Import Export

Membership Balances Available Not Available

Gift Card Balances Available Not Available

Loyalty Points Balances Available Not Available

Package Balances Available Not Available

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HOW TO IMPORT (STEP BY STEP)

The url used to get to the import page is shown above for sohamamr. The required access key is also shown.

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HOW TO IMPORT (STEP BY STEP)

Import Export dropdown is shown above.

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HOW TO IMPORT (STEP BY STEP)

The available imports can be seen in the dropdown above.

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HOW TO IMPORT (STEP BY STEP)

The browse button above can be used to browse and open the import file.

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HOW TO IMPORT (STEP BY STEP)

The load button can be used to validate the excel sheet.

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HOW TO IMPORT (STEP BY STEP)

This shows the validations and warnings. The import button can be used to import the valid rows.

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HOW TO IMPORT (STEP BY STEP)

This screen is shown after the import button is clicked. The number of rows imported can be seen here.

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HOW TO IMPORT (STEP BY STEP)

The excel icon above can be clicked to save the details of the imported items in an excel file.

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PACKAGE IMPORT

The package import has two datasheets with the given columns:

Sheet 1. PackageMaster

(PackageCode, PackageName, ComissionEligible, ExpiryDays, BusinessUnit, PackageType, ExpiryDate, InitialRecognition, ShowInCatalog, Tags, MinPartialAmount, Description, HTMLDescription, IncludeBundleProductPrice)

Primary Key : PackageCode

Sheet 2. PackageServices

(RowId, PackageCode, ServiceCode, Category, Subcategory, Quantity, OrderNumber)

Primary Key : RowId

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Validations:PackageMaster:

1. Package type exists

2. BusinessUnitExists

3. PackageTagExists

4. Validity or expiry needs to be given

PackageServices:

1. Category or subcategory does not exist or the subcategory does not belong to the given category

Cross validations:

1. Package with the given code does not exist (PackageServices)

2. Quantity for the day and promo package should be 1

3. Details at the service or category level are not valid

4. Benefit defined at service level and also at category level

5. Benefit at subcategory level should also have a category

6. Invalidate a package which has one or more invalid services

PACKAGE IMPORT

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Notes:

RowId is a unique number that is used to identify a row Any number can be used as a RowId as long as it is not repeated again in the sheet.

Suggestible to use sequence number starting with 1 Every time a series package is imported from the sheet, a new version is created Every time a day package that already exists is imported again, its details are updated

without creating a new version

PACKAGE IMPORT

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PACKAGE CENTER

The package center import has one datasheet with the given columns:

Sheet 1. PackageCenter

(PackageVersionCode, CenterName, Price, TaxGroupName, Action)

PrimaryKey : PackageVersionCode

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Validations:PackageCenter:

1. Action should be ‘Add’ or ‘Delete’

2. Package and center should exist

3. Tax group should exist for the given center

PACKAGE CENTER

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Notes:

Package version code is same as the package code Can not two rows with same PackageVersionCode and CenterName A new version of series package is created when a price is updated for one of the centers

its associated with or a center is deleted.

PACKAGE CENTER

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GUEST CUSTOM FIELDS

This import has three datasheets with the given columns:

Sheet 1. Fields

(FieldName, FieldType, ListName, DisplayOrder, Description, PrintOnReceipt, GroupName, GroupDisplayOrder, AllowGuestToView, AllowGuestToEdit, Required, LabelText, RangeFrom, RangeTo)

PrimaryKey : FieldName

Sheet 2. Groups

(GroupName, GroupOrder)

PrimaryKey : GroupName

Sheet 3. Lists

(ListName, Description, TypeOfValue, Value, EmployeeJobCode)

PrimaryKey : ListName

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Validations:Fields:

1. Field type should exist

2. Field name should not exist already

Lists:

1. List name should not exist already

2. TypeOfValue should be one of the following :

CSV, Products, Services, Rooms, Vendors, Employees

3. If TypeOfValue is CSV then value field should not be null

4. If TypeOfValue is not CSV then value field should be null

5. If TypeOfValue is Employees then EmployeeJobCode should exist

Cross validations:

1. Group specified for a given field does not exist

2. A guest who can not view can not edit

3. List specified for a given field does not exist

GUEST CUSTOM FIELDS

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Notes:

Only creation of imports is provided. No updation. Uniqueness of fields is based on FieldNames. Hence, FieldNames can not be duplicate. Although we currently allow creation of fields with the same name from the UI, please

refrain from doing so. “The details for the list are invalid” error in service custom field import and guest field

import You will get this error if :

• TypeOfValue field does not have one of these values : (‘CSV’, ‘Products’, ‘Services’, ‘Rooms’, ‘Vendors’, ‘Employees’)

• If the TypeOfValue is ‘CSV’ and Value field is null• If the TypeOfValue is NOT ‘CSV’ and Value field is not null• If the TypeOfValue is ‘Employees’ and the given EmployeeJobCode does not exist

GUEST CUSTOM FIELDS

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SERVICE CUSTOM FIELDS

This import has two datasheets with the given columns:

Sheet 1. Fields

(FieldName, FieldType, ListName, DisplayOrder, Description, PrintOnReceipt, LabelText, RangeFrom, RangeTo)

PrimaryKey : FieldName

Sheet 2. Lists

(ListName, Description, TypeOfValue, Value, EmployeeJobCode)

PrimaryKey : ListName

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Validations:Field:

1. Field type exists

2. Field name exists

List:

1. List name exists

Cross validations:

1. A guest who can not view can not edit

2. List specified for a given field does not exist

SERVICE CUSTOM FIELDS

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Notes: Only creation of imports is provided. No updation. Uniqueness of fields is based on FieldNames. Hence, FieldNames can not be duplicate. Although we currently allow creation of fields with the same name from the UI, please

refrain from doing so. “The details for the list are invalid” error in service custom field import and guest field

import You will get this error if :

• TypeOfValue field does not have one of these values : (‘CSV’, ‘Products’, ‘Services’, ‘Rooms’, ‘Vendors’, ‘Employees’)

• If the TypeOfValue is ‘CSV’ and Value field is null• If the TypeOfValue is NOT ‘CSV’ and Value field is not null• If the TypeOfValue is ‘Employees’ and the given EmployeeJobCode does not exist

SERVICE CUSTOM FIELDS

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SERVICE FIELD ASSOCIATION

This import has one datasheet with the given columns:

Sheet 1. ServiceFieldAssociation

(ServiceCode, FieldName, FieldOrder, GroupName, GroupOrder, PrintOnReceipt, Required, GuestView, GuestEdit)

PrimaryKey : ServiceCode

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Validations:ServiceFieldAssociation:

1. Service and field should exist

2. Same group name with different order should not exist

3. For a required field GuestView and GuestEdit should both be enabled

4. GuestEdit can be enabled only if the GuestView is enabled

SERVICE FIELD ASSOCIATION

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Notes:

If a row is invalid for a service, then all the other associations to that service are also discarded.

A field has to be active for it to be associated with a service

SERVICE FIELD ASSOCIATION

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PRODUCT VARIANT ASSOCIATION

This import has one datasheet with the given columns:

Sheet 1. ProductVariantAssociation

(RowId, ProductCode, VariantCode)

PrimaryKey : RowId

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Validations:ProductVariantAssociation:

1. Product and the variant should exist for the organization

2. If a product itself is a variant then it can’t have a variant3. The variant should not have a variant and it should not already

be a variant

4. The variant should be retail

PRODUCT VARIANT ASSOCIATION

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SERVICE VARIANT ASSOCIATION

This import has one datasheet with the given columns:

Sheet 1. ServiceVariantAssociation

(RowId, ServiceCode, VariantCode)

PrimaryKey : RowId

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Validations:ServiceVariantAssociation:

1. Service and the variant should exist for the organization

2. If a service itself is a variant then it can’t have a variant3. The variant should not have a variant and it should not already

be a variant

SERVICE VARIANT ASSOCIATION

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RELATED ITEM ASSOCIATION

This import has one datasheet with the given columns:

Sheet 1. RelatedItemAssociation

(RowId, ItemCode, ItemType, RelatedItemCode, RelatedItemType)

PrimaryKey : RowId

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Validations:RelatedItemAssociation:

1. An item can not be related to itself

2. ItemType and RelatedItemType must be ‘Product’ or ‘Service’3. The Item and RelatedItem should exist for the organization

4. RelatedItem should be retail if it is a product

5. Item or RelatedItem should not be a variant

6. Item and RelatedItem should be of the same type depending on the organization settings.

RELATED ITEM ASSOCIATION

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LIMITATIONS

1. No update of fields or lists through guest custom field import

2. No updates of fields or lists through service custom field import

3. Tag is not available to provide package services (yet)

4. “The details for the list are invalid” error in service custom field import and guest field import

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TIPS FOR CSC

When pasting a value from a pdf file, if an error is encountered where in it says the given value does not exist, please delete that value and type it manually. It happens sometimes that spaces get appended or prepended while copying.

No formulas should be there in excel cells. All data should be static. Sheet name should be same as the ones given.