App column ke naam dekhkar khud mapping bhar deta hai, jaise 'Patient Name' → name, 'Mobile' / 'Contact No' → phone, 'MRN' / 'Patient ID' → uhid, 'DOB' / 'Date of Birth' → dob, 'Referred By' / 'Source' → referredBy. Galat ho to dropdown se badlo. "Preview first 50 rows" kholke data check karo. File ki sirf pehli sheet padhi jaati hai, pehli row heading honi chahiye. .xlsx, .xls, .csv chalte hain, 50 MB tak. Patients ke liye uhid bhi map karna padta hai warna import fail hota hai. Mobile: Data Migration screen me field par tap karke column chuno.
Data Migration me "Map Columns" step me kaunsa column kis field me jaye?
Setup → Admin → Imports & Tools → Data Migration → "Upload & Preview" ke baad har ORALZY field ke saamne dropdown me apni file ka column chuno, ya "— skip —". Patients ke fields: name *, phone *, age, gender, uhid, address, email, dob, occupation, referredBy. Laal * wale zaroori hain.
Where in ORALZY: Setup → Admin → Imports & Tools → Data Migration
Quick steps
- Patients chuno, file chuno → "Upload & Preview"
- Har field ke dropdown me sahi column chuno (name, phone, uhid zaroor)
- "Preview first 50 rows" se check karo
- "Dry Run" dabao