Every import shows its rows, errors and duplicates first. Setup imports such as doctors, commission rates and suppliers save all-or-nothing, so a file with one bad row changes nothing.
Company rosters are kept once and refreshed by re-uploading; examinees are then enrolled into batches by ticking names. Accounting opening balances go in as an opening journal.
What's included
- APE/PEME examinee registration from Excel: preview, validate, commit
- Company rosters: upload once, update by re-upload, mark separated employees
- ZIP of batch photos matched by filename or employee number
- Doctors, commission rates, suppliers and chart of accounts from CSV
- Normal-result templates from the old system's SQL script
- Unmatched photos from a ZIP are listed for manual attaching
- There is no general importer for past patient, order or financial history