Go to Bookings - Click on the large gear icon at the top right side of the screen - Select Import Bookings- In the pop-up, click on Download Import File Format.
Once you download the file, the format will look like the example below.
Note: The details entered in the sheet need to match the masters exactly letter for letter. An easy hack would be to go to masters and copy and paste the names in the fields.
Once the booking details are entered, save the file in CSV format and then import it.
If your import fails, you can download import results to understand why the import failed. You can then fix the required information and then try again.
The duties import process is the same as the bookings import. You can import duties from the Bookings section or from Duties. Go to Operations - Bookings - click on Import duties OR Go to Duties - ALL - click on the large gear icon at the top right - Import duties.
Click on the Download Import File Format. This will download the .CSV file that contains the spreadsheet format to import your duties.
Note: The details entered in the fields need to match exactly with the details entered in the Masters section. An easy hack would be to go to Masters then copy and paste the names in the fields.
Once you enter the details, you have to select the saved file by clicking the choose file button. Select the edited file and click on import duties.
Once you have imported the duties successfully, you will see the following message.
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