Import storage locations from a CSV file

At Stock -> Stock Settings -> Storage Locations -> Import from CSV is possible to create storage locations by uploading a CSV file.

Jump to:

  1. Demo video: Importing data.
  2. Importing new storage locations.
  3. 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:

  1. Select and match the names of the fields corresponding to the columns in the data.
  2. 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.
  3. Select "Do not import" as the column type if some column is not to be imported.
  4. Click Import to upload the data into the appropriate fields of the database.

Importing new storage locations

When uploading storage locations, the fields that can be used are:

Storage location* The name of the storage location. Required.
Site The name of the site, this storage location belongs to. Available, if the function Multi-stock and Production Sites is enabled.

Example:

Site Storage location
Site 1 Room 1
Site 1 Room 2
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.
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