Useful tips for creating an import file (*.csv and *.txt)?

Overview

In order to import externally stored data into metasfresh, you first have to format the data appropriately, upload them as a CSV or a TXT file and then simply import them via the actions menu.

Here are some format examples for the import of:

• Bank statement data
• Business partner data
• Chart of accounts data
• Custom data entries
• Discount schema data
• Postal data
• Product data
• Replenishment data
• User data

Useful Tips

When creating an import file, please keep in mind the following:

• The separator in the import file must coincide with the one set in the import format (comma, semicolon, tab, etc.).
• If you want to create a comma delimited import file using a spreadsheet software, such as Microsoft Excel, simply select the file format CSV (Comma delimited)(*.csv) when saving the file.
• If you want to create a tab delimited import file using a spreadsheet software, such as Microsoft Excel, simply select the file format Text (Tab delimited)(*.txt) when saving the file.
• The positions of the columns in the import file must correspond to the values of the format fields’ start numbers of the import format.
  Example: Column C of the Excel spreadsheet is in the third place, ergo the corresponding format field receives the Start No. 3.

  Note: metasfresh does not expect any column names in the import file. Simply the position of the column must correspond to the start number.

Next Steps

• Import bank statement data.
• Import business partner data.
• Import chart of accounts data.
• Import custom data entries.
• Import discount schema data.
• Import postal data.
• Import product data.
• Import replenishment data.
• Import user data.

Example: Excel Spreadsheet (Product Data)

Example: CSV File, Comma delimited (Product Data)

Example: TXT File, Tab delimited (Product Data)