Auto Allocation Member Import

Step 1: Auto Allocation – Member Import

The Auto Allocation module supports bulk member import using an Excel file to quickly configure allocation groups and reduce manual effort.

1. Navigate to Auto Allocation → Member Import.
2. Click on Download Format to get the Excel template.
3. Fill in the required details in the template:
   • Group Name
   • Username
   • Max Ticket/Hour
   • Max Ticket/Day
   • All Location (Yes/No)
   • Location Access
   • Internal Places
4. Click on Choose File and select the completed Excel file.
5. Click on Upload to import members into the system.
6. The system will validate and assign members to the specified allocation group.

Validation Rules

• Group Name must match an existing allocation group
• Username must belong to the same company
• Max Ticket/Day ≥ Max Ticket/Hour
• Location Access required if All Location = No
• Do not modify column headers in the template

Key Notes

• Supports bulk import to save time
• Reduces manual configuration errors
• Ensures consistent allocation setup