-
Solutions
Class Registration
Streamline the enrollment process with customizable online booking, waitlists, and payment options. Make it easy for students to register for classes anytime, anywhere.
Marketing & Lead Management
Boost enrollment and grow your business with automated lead capture, email sequences, and integrated marketing tools to engage prospects and retain customers.
Email Marketing
SMS Marketing
Leads Widget
Student Management
Organize and track student data effortlessly with tools for attendance, grades, digital certificates, and document storage, all in one place.
Billing & Payments
Simplify financial processes with integrated payment gateways, invoicing, payment plans, and bulk billing features designed to save time and reduce errors.
Learning Management (LMS)
Deliver engaging learning experiences with assignment management, quizzes, progress tracking, and a fully integrated LMS tailored for education and training.
Employee Management
Manage your staff efficiently with clock-in/out tracking, credential monitoring, and notifications to ensure compliance and productivity.
Reporting & Analytics
Make data-driven decisions with customizable reports and analytics on class performance, attendance, financials, and more.
- Blogs
- Support Center
- Contact
- About
Support Center
Support Center / Get Started With The Basics / Importing Data / How to Import payments data?
How to Import payments data?
Importing your payments data is a short, straightforward process that yields powerful results and benefits for your reporting needs. We recommend that you start with a small batch containing a few records to make sure that the data is correct. In case we make a mistake, cleaning up a few records is always easier than trying to clean up thousands of incorrect data.
1. Click on the "Student Management" tab to extend the left menu.
2. Click on the "Bulk Upload" tab.
3. Go to "Students/Clients Billing Records Batch Upload."
4. Click on the button "Download sample CSV for Billing Records Batch Upload."
5. Open the file; enter all the required information and save the file to a location on your local machine."
Note: The client's name and the class name must exist in the system before processing the spreadsheet. ***Make sure to save the file type a "CSV" Comma Delimited***
6. Go back to the "bulk upload" page and click on the button "Choose File".
7. Navigate to where you saved the file, then double click on the file within the navigation window to select it.
8. Click on the "Upload" button to start processing the file.
9. Once the process is completed successfully, you can verify, by clicking on the "Reports" tab located in the left menu to extend the list. Then, click on the link labeled "Payments Reports."
