Excel Import Guide

Single entry and Excel batch import are both supported in design.

Recommended Import Order

Guide

1. Branch Master

Import branches first so other tables can reference branch names.

2. Staff Master

Import technicians and staff with branch names and availability fields.

3. Customer Group

Set customer segments before loading customers.

4. Customer Master

Load customers and company details.

5. Work Type Master

Load standard work types and default durations.

6. Job Master

Load all service jobs after the master tables are ready.

Files to Edit

Root install package uses these main files: index.php, staff.php, customers.php, jobs.php, followups.php, import.php, assets/style.css, config/db.php, .env, database/schema.sql, database/seed.sql