This guide explains how to import registers into Rackbeat in csv format before starting production use.

Before starting use, customer, product, and supplier registers can be imported into Rackbeat in csv format. Csv import is not mandatory, as products, customers, and suppliers can be created in Rackbeat as needed during use. Creating a new customer, supplier, and product directly in Rackbeat is possible with these instructions:

a. More details on creating a customer register can be found in the Rackbeat customers guide
b. More details on creating a supplier register can be found in the Rackbeat suppliers guide
c. More details on creating a product register can be found in the Rackbeat products guide

Importing registers with csv import


1. Customer register
- You can use Import customers.csv as a template
- In the view Sales > Customers select Import data / Download data > Import data. Choose the file and Import.
- More details on importing customer data can be found here.

2. Supplier register
- You can use Import suppliers.csv as a template
- In the view Purchases > Suppliers select Import data / Download data > Import data. Choose the file and Import.
- More details on importing supplier data can be found here.

3. Product register
- You can use Import products.csv as a template
- In the view Inventory > Products select Import data / Download data > Import data. Choose the file and Import.
- More details on importing product data can be found here


Keywords: Rackbeat integration, synchronization, csv import

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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