Importing Data

24 Sep Importing Data

Posted at 17:27h in by
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Applicable accounts: ‘Regular’ Account   ‘Enterprise’ Account

 

With the assistance of Hatchit it is possible to import data through the back-end of FranchiZeManager, this makes the initial establishment of the system much faster and allows you to enter historic data rapidly.

 

Data can be imported for any module in the system.  It is recommended you enter one record manually using the front end of the system into the relevant module first. This will help you to understand the system and ensure all the fields you require are in existence before we import your data.  When you have one record imported we will email you a CSV template file that lists the column headings and your sample data record.  You simply complete the CSV file, adding your data in a new row for each record, then mail it back and we will import the data and notify you when complete.

 

 

Importing User Data

 

 

This is a guide to importing your User data into FZM. You would probably only use this when you are first implementing FZM, or starting to use a new module.

 

1.  Download the following template file here: FZM_UserData_ImportTemplate (File > Download As > Microsoft Excel .xlsx)

 

2.  Open it in Excel or a spreadsheet program of your choice.

 

3.  Enter your User’s data into the spreadsheet, matching your data to the column heading.

 

4.  Email the completed spreadsheet to Hatchit support.

 

5.  Hatchit will import your data and inform you by email when it is in the system.

 

 

A few things to pay attention to:

 

    • you must set up your departments in the system before we can import your user data, you do this under Admin > My FZM Settings in the Departments tab

 

    • if using the TimeZone field it must match exactly the options in the drop down on the user field, if you leave this field blank it will default to Sydney, Australia time

 

    • the notification field refers to when the user will receive FZM Notification emails

 

 

 

Importing Franchise Data

 

 

This is a guide to importing your Franchise data into FZM. You would probably only use this when you are first implementing FZM.

 

1.  Download the following template file here: FZM_FranchiseeData_ImportTemplate (File > Download As > Microsoft Excel .xlsx)

 

2.  Open it in Excel or a spreadsheet program of your choice.

 

3.  Enter your Franchise data into the spreadsheet, matching your data to the column heading.

 

4.  Email the completed spreadsheet to Hatchit support.

 

5.  Hatchit will import your data and inform you by email when it is in the system.

 

 

A few things to pay attention to:

 

    • if your franchises are being assigned to a User in the system (eg an Area Manager) you must set up your Users in the system before we can import your Franchise data

 

    • there are two sheets in the template the first sheet provides a description of the fields and recommends a minimum number of fields to try and collect before import (eg Franchise names, contact details etc)

 

    • you don’t have to collect all the fields in the spreadsheet, start with what is readily available so you can start using your system

 

 

Importing Franchise Partner Data

 

 

This is a guide to importing your Franchise Partner data into FZM i.e this is for the owners of the Franchise. You would probably only use this when you are first implementing FZM.

 

1.  Download the following template file here: FZM_FranchisePartnerData_ImportTemplate (File > Download As > Microsoft Excel .xlsx)

 

2.  Open it in Excel or a spreadsheet program of your choice.

 

3.  Enter your Franchise Partner data into the spreadsheet, matching your data to the column heading.

 

4.  Email the completed spreadsheet to Hatchit support.

 

5.  Hatchit will import your data and inform you by email when it is in the system.

 

A few things to pay attention to:

 

    • your Franchise Partners are going to be assigned to a Franchise record in the system, this Franchise record must be set up first before we can import your Franchise Partner data

 

    • there are two sheets in the template the first sheet provides a description of the fields and recommends a minimum number of fields to try and collect before import (eg Franchise Partner names, contact details etc)

 

    • you don’t have to collect all the fields in the spreadsheet, start with what is readily available so you can start using your system