1.2.5. How to adapt an import template & How to import data into Kiu BMP

→ Types of import

Import function can be found on most of model in list view/tree view type where button “Import” is displayed.

There are 2 types of importing data:

1. New Object: Import brand new data into system.

Noted that all required information of the item must be filled.

E.g.: field “Product Category” of a product.

2. Overwrite: Make changes on all or certain items that already existed.

Noted that each line of imported data will be automatically recorded with a unique ID which always appears on first column of exported files. By indicating the correct ID of an item in import file, we can get it recognized and overwritten.

E.g.: item “PANDAN CREME BRULEE” owns the ID code: 37646. When exporting this item, the code is “__export__.product_product_37646”.

→ Fields to import

Not all information of an item is importable. To figure out which field can be imported, open the “Export Data” window to choose the available fields that can be re-imported and study how KIU BMP identifies or records the value of that information.

The result file contains technical fields on first row as:

  • “id” means the item unique ID provided by KIU BMP
  • “taxes_id/id” equals to Customer Taxes
  • “pos_category_ids/id” refers to Point of Sale Categories

Each importable field may have the title differs from its displayed name to user, and takes its value based on an item’s ID. In case you wish to change a field, it is vital to examine the ID of its recognized value before any modification.

In the example: the POS Categories of these product is “Dessert”, which owns the ID code: __export__.pos_category_11


→ Language: How to import a Translation

When importing a file into KIU BMP, it is the language interface that is labelled to words in your import file. This interface language is involved with translation between 2 languages set in KIU BMP.

To guarantee that your translation is correct when it comes to switching user interface in different languages, the language used in import file must be the same as the language shown on system.

E.g.: When import a list of new products for the first time, the system is in “English” interface, which means the words in import files must be in English, too.

Before being updated translation value, these products will be shown in the language from import file, although language interface is already swapped into “Tiếng Việt” (Vietnamese).

As a result, these items must be modified to display in the correct language by importing its corresponding translations. In Vietnamese interface, import the following files which contains products’ ID and their name in Vietnamese.

After updating translation by re-import method, the accurate translation is in display.

It can be noticed during the translation process that there are other fields derived from default configuration that are already translated (e.g.: Product Type, Unit of Measure, etc.). For this reason, it is unnecessary to interpret these fields.

→ Practice

Step 1: Upload import file

You can use the template provided by KIU BMP support team or study to develop your own template by performing the above instruction.

Here is a list of new items need to be created in KIU BMP.

In the English interface, upload the file.

Step 2: Select fields to import

Select fields to import before examining the validity of information. As usual, KIU BMP will automatically read the first row of the files and match them with the equivalent fields of the system.

If the information is not valid, KIU BMP immediately points out the error happening in a particular row from import file.

Review the import file and make crucial modification. Then reload the adjusted file, validate it again. Follow these steps until the system confirm the validation of input data as shown below.

Step 3: Import files and check result

Start importing and enjoy a cup of tea while KIU receives your data.

Check the result of your work by reviewing your newly added items. Edit products in their form view to get their pictures presented.

Finally, turn to Language/Translation part to update the translated language of your items if necessary.


1.2.4. How to create a user account & grant access rights

You need to make sure you have Admin access right to create a user account & grant access rights

Then you will be able to access System Module ‣ User ‣ User ‣ Create ‣ Set the access rights as you wish to ‣ Save

Please note that the email of user is mandatory and must be unique.

Once you finish above steps, there is no notification to user until you click at the button Send an invitation via email. An invitation will be sent to the user’s email with link to set password. In case the user hasn’t received the email, you can copy the link and send them or you even can set a password for the user by clicking at Change Password.

1.2.3. How to update company info/ logo

You need to make sure you have Admin access right to update company info/ logo.

Then you will be able to access System Module User  Company Choose your company Click at the pencil icon on the picture Upload your logo Save

Please note that the logo size is limited to 1024 x 1024 px.

1.2.2. How to implement a new database

Let’s have a look at the implementation planners. These are accessible from the Settings Module, or from the top progress bar on the right hand side of the main modules.

Kiu BMP’s menus are organized to lead you through an implementation in a sensible order, so that information that has to be entered first is encountered first in the menu system. Forms are also organized so that if you enter data in the natural order, you will get later fields completed automatically by the earlier ones where possible. And demonstration data illustrates how Kiu BMP’s functional areas are linked from one to the other.

1.1. Overview about Kiu BMP

Kiu BMP helps companies manage and simplify their business processes.

Only 3% of the business owners we spoke to use accounting software or enterprise resource planning (BMP) systems. They needed it but existing options were too complicated and expensive. We have developed Kiu BMP which is simple, flexible, and affordable for all business.

Enterprise resource planning (BMP) systems help companies manage and simplify their business processes by tying everything together under a single database and interface. When every department or location has its own software and data sources, efficiency suffers. Complicated processes drain time and money. Multiple databases create confusion and duplication. Lack of visibility makes it hard to find and fix problems. An BMP system connects employees with the information they need to support customers, processes, and projects more effectively.