This help explains how to import registers into Rackbeat in csv format before starting production use.
Before starting use, customer, product, and vendor registers can be imported into Rackbeat in csv format. Csv import is not mandatory, as products, customers, and vendors can be created in Rackbeat as needed during use. Creating a new customer, vendor, 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 help
b. More details on creating a vendor register can be found in the Rackbeat vendors help
c. More details on creating a product register can be found in the Rackbeat products help
NOTE! The column name of the files to be imported must not contain a comma
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. Vendor register
- You can use Import suppliers.csv as a template
- In the View Purchases > Vendors select Import data / Download data > Import data. Choose the file and Import.
- More details on importing vendor data can be found here.
3. Product register
- You can use Import products.csv as a template
- In the View Stock > 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
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