Data Import Export

This module enables data import and export capabilities for efficient bulk data management.

Features

• Excel Import: Import data from Excel spreadsheets into the system
• Excel Export: Export system data to Excel format for reporting and analysis
• Data Templates: Pre-built templates for common data import scenarios
• Bulk Operations: Process large volumes of data efficiently

Requirements

• Open Core Business Suite (Base System)
• No additional module dependencies

Installation

1. Purchase and download the Data Import Export module
2. Extract the module files to Modules/DataImportExport
3. Run the installation command:

php artisan module:enable DataImportExport
php artisan migrate

4. Clear the application cache:

php artisan optimize:clear

Configuration

Navigate to Settings > Modules > Data Import Export to configure:

• Import Settings: Set default import behaviors
• Export Settings: Configure export formats and options
• Queue Settings: Configure background processing for large files

Usage

Importing Data

1. Navigate to Tools > Data Import
2. Select the data type you want to import
3. Download the template file
4. Fill in the template with your data
5. Upload the completed file
6. Review the preview and confirm import

Available Import Templates

Template	Description
Employees	Import employee master data
Departments	Import department structure
Designations	Import job titles and designations
Attendance	Import historical attendance records
Leave Balances	Import leave balance data
Assets	Import asset inventory
Clients	Import client/customer data
Products	Import product catalog

Import Process

The import process follows these steps:

1. File Upload: Upload your Excel file
2. Validation: System validates data format and required fields
3. Preview: Review data before importing
4. Processing: Data is imported (queued for large files)
5. Report: View import results and any errors

Handling Import Errors

When errors occur during import:

• Download the error report
• Review specific row and column issues
• Correct the data in your spreadsheet
• Re-upload only the corrected rows

Exporting Data

1. Navigate to Tools > Data Export
2. Select the data type to export
3. Apply filters if needed (date range, department, etc.)
4. Choose export format
5. Click Export to download

Export Options

• Excel (.xlsx): Standard Excel format with formatting
• CSV: Plain text format for maximum compatibility
• PDF: Formatted report for printing

Bulk Operations

For large data sets:

• Imports are automatically queued for background processing
• Progress is tracked and displayed
• Email notification sent upon completion
• Failed records can be downloaded for review

Data Templates

Template Structure

Each template includes:

• Header Row: Column names (do not modify)
• Instructions Sheet: Guidance for filling data
• Validation Lists: Dropdown options for certain fields
• Sample Data: Example rows (delete before import)

Creating Custom Templates

Administrators can create custom templates:

1. Go to Tools > Data Import > Templates
2. Click Create Template
3. Define fields and validation rules
4. Map to database tables
5. Save and publish template

API Endpoints

The module provides API endpoints for programmatic access:

• GET /api/V1/import/templates - List available templates
• GET /api/V1/import/templates/{type} - Download template
• POST /api/V1/import/{type} - Upload and import data
• GET /api/V1/import/status/{id} - Check import status
• POST /api/V1/export/{type} - Export data
• GET /api/V1/export/download/{id} - Download export file

Permissions

The module includes the following permissions:

Permission	Description
import.view	Access import functionality
import.employees	Import employee data
import.attendance	Import attendance data
import.assets	Import asset data
export.view	Access export functionality
export.employees	Export employee data
export.reports	Export reports

Use Cases

• Initial Setup: Bulk import existing employee data during implementation
• Data Migration: Transfer data from legacy systems
• Periodic Updates: Update leave balances, asset assignments
• Reporting: Export data for external analysis
• Backup: Export data for record keeping

Best Practices

• Always use the provided templates for imports
• Validate data in Excel before importing
• Start with a small test import before large imports
• Keep backup of original data before bulk updates
• Review import reports for any skipped records
• Use filters to export only needed data