Import from CSV - Frequently Asked Questions - MRPeasy Manufacturing Software

Importing stock lots from a CSV file

At Stock -> Stock lots -> Import from CSV, it is possible to upload many new stock lots' information at once.

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Demo video: Importing data.
Demo video: Setting up inventory levels.
Importing new stock lots.
Example stock lots import table and file.
Updating existing stock lots.
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.
If the importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.

Importing new stock lots

New stock lots are created with the Received status.

When uploading stock lots, the fields that can be used are:

Part number*	The part number in MRPeasy, as in Stock -> Items. Required.
Quantity*	Stock lot quantity. Required.
Total cost*	Total cost of a stock lot. Required.
Lot number	A unique code to identify the stock lot. If not imported, the code will be generated automatically.
Site	The name of the site. Available, if the function Multi-stock and Production Sites is enabled. It is possible to create stock lots at multiple sites.
Storage location	Storage location, where the new stock lot is placed. If no value is given, the stock lot is placed at the item's default storage location.
Available from	Date, when the stock lot became available.
Expiry date	Expiry date of the stock lot. Available, if Expiry Date functionality is enabled.
Revision	The current revision of the item. Available, if Version Control System functionality is enabled.
Custom fields	Any custom field for stock lots defined in the MRPeasy settings can be imported.

Example customers import table:

Part No.	Quantity	Total cost
IA-0001	10	22
IA-0002	5	24
(Up to 3000 lines can be imported at once)

Download a sample file: import-lots.csv

Re-importing data for updating stock lots

With a CSV import, it is possible to update existing stock lots, at Stock -> Stock lots -> Import from CSV.

The Lot number field is used for matching the stock lots. If a stock lot with the same number already exists, then software updates this stock lot. If there are new values that will be updated, then:

A confirmation page is shown with a list of values that will be changed.
The user can choose whether to update a particular stock lot or skip it.

The following fields can be used:

Lot number*	A unique number to identify the customer. Required. Used for matching the lots.
New lot number	The new stock lot number.
Available from	Date, when the stock lot became available.
Expiry date	Expiry date of the stock lot. Available, if Expiry Date functionality is enabled.
Revision	The current revision of the item. Available, if Version Control System functionality is enabled.
Custom fields	Any custom field for stock lots defined in the MRPeasy settings can be imported.

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.