> For the complete documentation index, see [llms.txt](https://mdm-technologies.gitbook.io/velora/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://mdm-technologies.gitbook.io/velora/data-onboarding/user-and-item-onboarding.md).

# User & Item Onboarding

## Item Onboarding Help Document

### Overview

This guide walks you through the process of onboarding items in the Velora app, including creating item properties and uploading data. Follow these simple steps to get started with your item catalog.

### Steps to Onboard Items

#### 1. Accessing Item Properties

* Navigate to the "Items" section in the app.
* Click on an item from the list to select it.
* Click on "Item Properties" to view or edit the properties associated with the selected item.
* **Image**:&#x20;
* ![](https://928810095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlF7ajgGsxWmlqdAkiaLS%2Fuploads%2FNWzL9UtvoIGBOmuJ91bR%2Fcontent.png?alt=media\&token=a3b45f27-4bba-4039-8e70-a5ad703db7cd)
  * *Description*: Show a screenshot of the "Items" section with an item highlighted and the "Item Properties" button visible (e.g., a table or list view with a selected row and a button labeled "Manage Properties").

#### 2. Creating Item Properties

* In the "Item Properties" section, create properties similar to those used for users.
* Enter the necessary details for each property (e.g., name, description, type).
* Save the changes to apply the new properties to the item.
* **Image**:&#x20;
* ![](https://928810095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlF7ajgGsxWmlqdAkiaLS%2Fuploads%2FMEIPO1aXlKdTIsr8rDE4%2Fcontent%20\(1\).png?alt=media\&token=2c66d111-37f8-4e56-b83f-87a12be5c38c)
  * *Description*: Display a screenshot of the "Item Properties" interface with fields to input property details (e.g., text boxes for "name," "description," and a dropdown for "type"), and a "Save" button highlighted.

#### 3. Uploading Data

* Return to the main item screen.
* Locate and click the "Upload" option.
* Select the file or data you wish to upload for the item.
* Confirm the upload to complete the process.
* **Image**:&#x20;
*

```
<figure><img src="/files/H4nd9LDKP3IVxwbjFINn" alt=""><figcaption></figcaption></figure>
```

```
* _Description_: Include a screenshot of the main item screen with the "Upload" button visible, showing a file selection dialog or a confirmation screen after uploading (e.g., a button labeled "Upload" and a file picker window).
* Validation config, you can make field as <mark style="color:$warning;">mandatory</mark> and <mark style="color:$warning;">drop if empty</mark>
* The upload process will stop if a mandatory check fails.
* Remove Empty Rows: If any columns are empty, drop the corresponding row.
```

### Response

```
{
    "total_rows": 100,
    "success_rows": 80,
    "failed_rows": 10,
    "skipped_rows": 10,
    "total_requests": 120,
    "success_requests": 95,
    "failed_requests": 25,
    "successful_data": [
        {
            "item_id": "item-001",
            "item_name": "Milk",
            "item_category": "dairy",
            "in_stock": true,
            "timestamp": "2025-08-22T20:27:00Z"
        },
        {
            "item_id": "item-002",
            "item_name": "Bread",
            "item_category": "bakery",
            "in_stock": true,
            "timestamp": "2025-08-22T20:27:01Z"
        }
    ],
    "detailed_results": [
        {
            "row_number": 1,
            "item_id": "item-001",
            "status": "success",
            "message": "Item uploaded successfully",
            "timestamp": "2025-08-22T20:27:00Z"
        },
        {
            "row_number": 2,
            "item_id": "item-002",
            "status": "success",
            "message": "Item uploaded successfully",
            "timestamp": "2025-08-22T20:27:01Z"
        },
        {
            "row_number": 3,
            "item_id": "item-003",
            "status": "failed",
            "message": "Invalid item category",
            "timestamp": "2025-08-22T20:27:02Z"
        },
        {
            "row_number": 4,
            "item_id": "item-004",
            "status": "skipped",
            "message": "Missing required field: item_name",
            "timestamp": "2025-08-22T20:27:03Z"
        }
    ],
    "details": [
        {
            "status": "success",
            "count": 80,
            "example": "item-001 (Milk)"
        },
        {
            "status": "failed",
            "count": 10,
            "example": "item-003 (Invalid category)"
        },
        {
            "status": "skipped",
            "count": 10,
            "example": "item-004 (Missing field)"
        }
    ]
}
```

### Troubleshooting

* **Error Uploading Data**: Ensure the file format is supported (e.g., CSV) and the file size is within limits. Check the upload guidelines in the app.
* **Properties Not Saving**: Verify all required fields are filled out before saving. Refresh the page and try again if needed.

#### *<mark style="color:purple;">For the User Onboarding, follow the above same step</mark>*

### Additional Support

For further assistance, contact our support team at <support@mdmtechnologies.in> or call +91 6383071683. We’re available 24/7 to help you with your onboarding process.

*Last updated: 08:10 PM IST, Friday, August 22, 2025*
