Multiple data can be imported into Rackbeat using CSV data import. This guide explains what data can be imported, what are the mandatory data for import, and in what format the data must be imported to ensure correct import into Rackbeat. NOTE! The column name in the file must not contain a comma.
CONTENTS
Products
What can be imported with CSV | Mandatory data when importing new | Mandatory data when updating existing | Format of the data to be imported |
Products | Product number, Product, Product group, Recommended purchase price, Base price (=sales price) | Product code | Product group as numeric |
Product language translations | Product number, language code, language version name | Language code as abbreviation e.g. en (=English) | |
Product prices* | Product code, currency, sales price, cost price | ||
Product-specific inventory balances** | Product code, inventory/location | Inventory as numeric | |
Units/Unit conversions | Product code, unit, quantity | ||
Sales budget | Product code, month, expected sales | Month in the format year-month e.g. 2025-03 | |
Product groups*** | Group name, number, Inventory tracked | Inventory tracked value 1 = must be stored, value 0 = not stored |
NOTE! Zeros are also interpreted as values in prices.
*Currency prices can be imported
**Alert limit or minimum order quantity can be imported
***If you do not import the VAT rate in the material, remember to check the VAT rate in the product group settings
Product structures
What can be imported with CSV | Mandatory data when importing new | Mandatory data when updating existing | Format of the data to be imported |
Product structures | Product structure number, Product structure name, Product group, Recommended purchase price, Base price | Product structure number | Product group as numeric |
Structure language translations | Product structure number, language code, language version name | ||
Structure prices* | Product structure code, currency, sales price, cost price | ||
Structure-specific inventory balances** | Product structure code, inventory/location | ||
Structure Units/Unit conversions | Product structure code, unit, quantity | ||
Sales budget | Product structure code, month, expected sales | Month in the format year-month e.g. 2025-03 | |
Product structure sub-products/lines | Product structure number, Product number, Quantity |
NOTE! Zeros are also interpreted as values in prices.
*Currency prices can be imported
**Alert limit or minimum order quantity can be imported
Inventory, package products
What can be imported with CSV | Mandatory data when importing new | Mandatory data when updating existing | Format of the data to be imported |
Inventories (Locations) | Inventory number, inventory name | ||
Inventory locations | Main inventory number, inventory location number, inventory location name | ||
Inventory transactions | Date (in the format xx.xx.xxxx), Product code, Inventory/location, Quantity, Cost price | ||
Balance correction | Date, Product code, Inventory, Quantity, Balance correction, Cost price | Inventory as numeric (Inventory>Locations section). The date must include zeros e.g. 01.01.2025. Balance correction value 1 = added to existing, value 0 = overridden by file quantity | |
When importing actual quantity | Date, Product code, inventory, Quantity, Cost price | Inventory as numeric. The date must include zeros e.g. 01.01.2025 | |
Inventory of serial/batch numbered product | Date, Product code, Inventory, Quantity, Cost price, "Batch" or "Serial number", Balance correction | Inventory as numeric (Inventory>Locations section). The date must include zeros e.g. 01.01.2025. Balance correction value 1 = added to existing, value 0 = overridden by file quantity | |
Inventory transfers | Date, product code, quantity, from inventory, to inventory | The date must include zeros, e.g. 01.03.2025. Inventories are given as numeric | |
Package products | Package product number, package product name | ||
Package product lines | Package product number, sub-product number, sub-product quantity |
Purchases
What can be imported with CSV | Mandatory data when importing new | Mandatory data when updating existing | Format of the data to be imported |
Purchase orders | Order number, Currency, Exchange rate, Supplier number | ||
Purchase order lines | Order number, Product number, Description, Quantity, Cost price | ||
Suppliers | Number, Name, Group, VAT handling, Payment terms, Currency, Language code, Layout | Supplier code | Group, Payment terms as numeric, Layout as numeric. Currency abbreviation e.g. EUR, Language code e.g. EN, VAT handling as name or number: domestic = home country, eu = community trade, abroad = outside EU, domestic exempt = home country VAT 0 or as numeric home country = 1, community trade = 2, outside community VAT = 3, home country VAT 0% = 4) |
Supplier-specific prices and product codes* | Supplier number, product code, alternative number | Alternative number can be numbers or letters (i.e. can also import e.g. Product name) | |
Supplier notes | Supplier number, note | ||
Supplier contacts | Contact name, email address | ||
Supplier addresses | Supplier number, address name |
*Information Active (=default supplier/supplies products) value 1 checks the information "Supplies products"
Sales
What can be imported with CSV | Mandatory data when importing new | Mandatory data when updating existing | Format of the data to be imported |
Orders | Order number, customer code | ||
Order lines | Order number, product number, item, quantity, unit price | ||
Customers* | Number, Name, Group, VAT handling, Payment terms, Currency, Language code, Layout | Customer code | Group, Payment terms as numeric and Layout as numeric. Currency abbreviation, e.g. EUR. Language code e.g. EN, VAT handling as name or number: domestic = home country, eu = community trade, abroad = outside EU, domestic exempt = home country VAT 0 or as numeric home country = 1, community trade = 2, outside community VAT = 3, home country VAT 0% = 4) |
Customer-specific prices | Product code, customer code, sales price or discount percentage | ||
Quantity steps | Customer code, product code, sales price or discount percentage, quantity step | ||
Customer-specific notes | Customer code, note | ||
Customer contacts | Customer code, Contact number, Name | ||
Customer addresses/locations | Customer code, address/location name, Type | ||
Customer group products/pricelist | Product code, sales price |
*For the customer, the billing country information is not mandatory, but if the country is other than Finland, it should be imported for the customer to ensure correct VAT handling.
Keywords: Data import, Product, Inventory, Purchase, Sales, Product structure, Package products, Customers, Mandatory data
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