This article will guide you through the process of importing data into Ajeero. You can import users, clients, sites, and staff.
Formatting the import data correctly
Before importing the data, make sure it is formatted correctly.
Consistent Dates
Here is a list of formats that the Ajeero system accepts from your datasheet. Please ensure you use one of the formats listed below and that it is consistent throughout the document:
dd.mm.yy
d.m.yy
dd/mm/yy
dd/mm/yyyy
mm/dd/y
mm/dd/yy
yy-mm-dd
y-mm-d
dd-mm-yy
dd-MMM-yy
The exact format depends on your settings within Administration -> Settings -> System -> as shown below:
Email addresses
Please check that all email addresses are in the correct format without any extra symbols, such as: “,” or “/“ or “%” or “&”.
An email address is mandatory when adding a new employee. If your employee does not have an email address, you can use dummy email addresses.
Phone numbers
The phone number field should not contain any letters. The system will not see 00, therefore please use + instead.
Try to use a unified approach across your documents. Setting up phone numbers in a unified format will help you to avoid any discrepancies at a later stage.
For example:
all + country code and the number
all straight to number.
Empty fields
Try to avoid leaving any fields empty. You can enter “-” when you don't have the data.
Mandatory fields (*)
All Mandatory fields are marked with a * and If mandatory fields are empty, you can't import the data.
Registration Number (Clients)
This field does not accept letters.
Preparing for import
A sample import file is available to download for you to understand the data. It will work as a template.
Here is a sample import file and a list of data that can be imported:
USERS
To download “Users” sample import file:
Go to Administration → Users from the main menu.
On the users’ page, click on “Excel Operations”.
From the dropdown, click on “click here to download the sample import file” as shown below.
Fields with an * are mandatory.
UserName* Name* Surname* EmailAddress* PhoneNumber Password* AssignedRoleNames |
CLIENT
To download “Clients” sample import file:
Go to Clients from the main menu.
On the clients’ page, click on “Excel Operations”.
From the dropdown, click on “click here to download the sample import file” as shown below.
Fields with an * are mandatory.
Basic Information | Address |
Name* Phone Reg No VAT no Website | Address Postcode City Town Country |
SITES/BUSINESS UNITS
To download the “Sites” sample import file:
Go to Sites from the main menu.
On the site’s page, click on “Excel Operations”.
From the dropdown, click on “click here to download the sample import file” as shown below.
Fields with an * are mandatory.
Phone City Country Address Postcode |
STAFF/PEOPLE
To download the “Staff” sample import file:
Go to Staff from the main menu.
On the staff page, click on “Excel Operations”.
From the dropdown, click on “click here to download the sample import file” as shown below.
Fields with an * are mandatory.
Personal Info | Contact Info | Address | Info | Passport | Emergency Contact |
Title First Name* Middle Name Last Name* Gender* Date of Birth* City Of Birth Country Of Birth* Nationality | Contact Phone* Email Address* | Address* Town City* Postal Code Country* | NI Number Driving License Visa Needed | Passport ID Country of Issue Issue Date Expiry Date | Name Relationship Contact Phone Email Address |
Importing the data
Tip: If you are still not sure about the data format, simply “Export” the data to understand the format.
Staff
After you have prepared the data file, it is time to import the data.
1. On the staff listing page, click on “Excel Operations” and select “Import from Excel”. Select the .xlsx Excel file containing data.
2. You can see that the fields in the Excel file have been automatically matched with the fields in the system. Look for any errors. You can either correct the errors on the screen or start over and import the corrected Excel file.
3. Fill the missing fields. Once all fields are matched, click on “Save Import Staff”.
Users
Prepare the data according to the imported sample data or export the existing data to see the format.
1. On the users listing page, click on “Excel Operations” and select “Import from Excel”. Select the .xlsx Excel file containing data.
2. If there are no errors, the new data will get imported automatically.
Clients
Prepare the data according to the imported sample data or export the existing data to see the format.
1. On the clients listing page, click on “Excel Operations” and select “Import from Excel”. Select the .xlsx Excel file containing data.
2. If there are no errors, the new data will get imported automatically.
Sites
Prepare the data according to the imported sample data or export the existing data to see the format.
1. On the sites listing page, click on “Excel Operations” and select “Import from Excel”. Select the .xlsx Excel file containing data.
2. If there are no errors, the new data will get imported automatically.
You may also like to read Exporting data from Ajeero