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	Product code, 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, Location, Layout	Supplier code	Group, Payment terms, Layout as numeric. Currency abbreviation e.g. EUR, Location (country code) e.g. FI, 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, Location, Layout	Customer code	Group, Payment terms and Layout as numeric. Currency abbreviation, e.g. EUR. Location=country code e.g. FI 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
Customer group products/pricelist	Product code, sales price

Keywords: Data import, Product, Inventory, Purchase, Sales, Product structure, Package products, Customers, Mandatory data

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