Format example for importing product data

Overview

For importing product data, you require an import format that is configured with the database table Import Product.

The example below compares the data content of a file from a spreadsheet software (here, e.g., an Excel file prior to its conversion to a CSV or TXT file) with the import format for product data:

Explanatory Notes to the Example

Column A of the Excel spreadsheet (Item Search Key) is in the first place, ergo the corresponding format field is given the Start No. 1. Consequently, the format field for Column B receives the Start No. 2 etc.
The order (SeqNo) of the format fields is therefore irrelevant.

Note: metasfresh does not expect any column names in the import file. Simply the position of the column must correspond to the start number.
The Name of the format field may be chosen freely and does not have to coincide with the column name in the import file.
The Column of the format field specifies where metasfresh shall transfer the content of the column from the import file.
The Data Type specifies whether the type of the import data is, e.g., a String or a Number.

Some useful notes

The mandatory fields are essential for a successful data import!

Mandatory Field	Field Name	Example	Note
X	Item Search Key	FF_12345	Search Key of the product (alphanumeric string)
X	Product Type	I	I = Item E = Expense Type R = Resource
X	Product Category Search Key	• Standard • 16	Search Key of the product category. *Attention:* Not the name! (You can look up the search key under “Product Category” in the menu.)
	UOM Code	PCE	PCE = Each (Piece) (You can look up the UOM code under “Unit of Measure” in the menu.)
	Tax Category	Reduzierter Steuersatz 7% (Deutschland)	You can look up the tax category under “Tax Category” in the menu.
	Price List Version	Testpreise Kunden (Deutschland)	You can look up the price list version under “Price List” in the menu.

Next Steps

Import product data.

View source file on GitHub.com