Steps to import Documents from Excel file

You can export information of Documents/Certificates/License from any other program where you already maintain records. Format it as per Sample file and Import it into SureQR. Here are the detailed steps.

1. Login SureQR
2. Add employees, document types and parties first. If you have already imported, go to step 3
3. Go to List-> Documents from navigation pane on left
4. Download Sample file for import
5. Your Excel file with detail of documents should have column titles matching with those of Sample file. Or you can alternatively use Sample file and fill required information
6. You can leave Outward No empty or you can fill serial numbers
7. Enter EMP No in Undersigned column
8. Enter Party No in Party Column
9. Enter document Type ID in Type column
10. After you have compiled the data, hit Import button on right, press Browse and select your excel file with data
11. Tick Column Header in Line # 1 if your sheet has titles for the columns
12. Make sure Skip first 1 lines is not selected if all records being imported do not already exist in SureQR
13. Make sure Date format is persistent through out the sheet and enter this format carefully
14. Relevent fields must be selected for every column of your sheet. If there is empty field for a column, select matching field before hitting Import. You can also see how it is going to be imported before hitting Import button
15. Press Import button