Importing inventory levels from a CSV file
It is possible to update or initiate inventory levels by uploading a CSV file. It's possible to import both quantities and costs, at several sites and locations.
Jump to:
- Demo video: Importing data.
- Demo video: Setting up inventory levels.
- Importing inventory levels.
- Example tables for importing inventory levels.
- Important notes.
What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).
When uploading the CSV file:
- Select and match the names of the fields corresponding to the columns in the data.
- Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported.
- Select "Do not import" as the column type if some column is not to be imported.
- Click Import to upload the data into the appropriate fields of the database.
Importing new inventory levels
At Stock -> Inventory -> Import from CSV new inventory levels can be uploaded.
When uploading inventory levels, the fields that can be used are:
| Part Number* |
The part number in MRPeasy, as in Stock -> Items. Required. |
| Quantity* |
The new total in-stock quantity. Required. |
| Cost per item for the new items |
If the new quantity is greater than the previous quantity, a new stock lot will be created, and this cost per item will be used. If not imported, the latest cost of the same item from a previous stock lot is used |
| Site |
The name of the site. Available, if the function Multi-stock and Production Sites is enabled. It is possible to update inventory levels at multiple sites. |
| Storage location |
If imported, the quantity will be adjusted only at that particular location. If this column is selected, all lines in the file must contain a valid storage location. Lines with no storage location will fail to be imported. |
| Part number | Quantity | Cost per item |
| #A-00001 | 10 | 2 |
| #A-00002 | 10 | 3 |
| (Up to 3000 lines can be imported at once) | ||
Example 2, two sites:
| Part number | Quantity | Cost per item | Site |
| #A-00001 | 10 | 2 | Site 1 |
| #A-00001 | 10 | 2 | Site 2 |
| #A-00002 | 10 | 3 | Site 1 |
| (Up to 3000 lines can be imported at once) | |||
Example 3, two sites, storage locations:
| Part number | Quantity | Cost per item | Site | Storage location |
| #A-00001 | 10 | 2 | Site 1 | Room 1 |
| #A-00001 | 10 | 2 | Site 1 | Room 2 |
| #A-00002 | 10 | 3 | Site 2 | Room 1 |
| (Up to 3000 lines can be imported at once) | ||||
Important!
- If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
- The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
- Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.