Import from CSV - Ressourcen - Top Fragen - MRPeasy Manufacturing Software

Importing items from a CSV file

At Stock -> Items -> Import from CSV it is possible to upload all your items (articles, SKUs) into MRPeasy all at once to define the items, or to update existing ones.

Jump to:

Demo video: Importing data.
Importing new items.
Example for new items.
Updating existing items.
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 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 items

Please note that inventory quantities and purchase terms can be imported in this section during the initial creation of items only. Use the dedicated CSV imports of

inventory quantities to upload/update inventory levels later;
purchase terms to upload/update purchase terms later, or if you have several purchase terms.

When importing new items, the fields that can be imported are:

Part description*	The name or short description of the item. Required.
Part No.	A unique number to identify the item. If not imported, then the code (part number) is generated automatically.
Product group	The name or the number of the product group. If a product group with this name or number exists, the product is placed in this group. Otherwise, a new group is created with this name.
Unit of measurement	The unit of measurement for your item. If not defined earlier, a new unit of measurement is created.
Is inventory item (1/0)	If the item is an inventory item (1) or a non-inventory item (0). Available, if Non-inventory items are enabled.
Selling price	A default sales price for the item (if price lists are not used).
Tiered prices	If Tiered pricing is enabled, then different default selling prices per quantity can be imported. For example: Quantity = 0+, Price = 20; Quantity = 10+, Price = 15; Quantity = 20+, Price = 12 If you import it in this file, then this must be formatted in a single cell as follows (as a JSON): [{"q":0,"p":20},{"q":10,"p":15},{"q":20,"p":12}] Here, "q" is quantity and "p" is price. Alternatively, you can use a table format, if you separately use the pricelist import from CSV functionality, which allows updating price breaks for stock items (or creating a separate pricelist).
Net cost per 1 unit	The cost per item of items currently in stock. Must be imported together with "Quantity at stock".
Quantity at stock	The number of items currently in stock. Must be imported together with "Net cost per 1 unit", otherwise the cost of these items is defined as zero (the cost can later be manually amended at stock lots' details). If several sites are configured, there's one column for each site. Alternatively, If you wish to upload inventory levels and item costs, possibly at different sites or storage locations, you can import this information at Stock -> Inventory -> Import from CSV.
Default storage location	The default location of this item in stock. If several sites are configured, there's one column for each site. Storage locations must be pre-defined in the system. Storage locations can be uploaded at Stock -> Stock settings -> Storage locations -> Import from CSV.
Reorder point	The level of available inventory, below which the available quantity critical low, and the item should be reordered. If no safety level is kept in stock, then the recommended value is 0, or a negative inventory level cannot be seen in the "Critical on-hand" report. If several sites are used, there's one column for each site.
Is procured item (1/0)	1 - this item is purchased from vendors. 0 - it is a product produced by your company. If not imported, defaults to "0" - not a procured item.
Icon URL	URL of an image that is used as item's icon.
Quality control (1/0)	1 - enabled, goods received to stock are put on hold and must pass quality inspection. "On-hold period" must also be imported. 0 - disabled. If not imported, defaults to "0" - not enabled. Available, if Quality control functionality is enabled.
On-hold period	The number of days the goods will be on hold for quality inspection. Used for items, which have "Quality control" enabled. Available, if Quality control functionality is enabled.
Shelf life	The number of days before the goods expire. Available, if Expiry date functionality is enabled.
Serial numbers (1/0)	1 - this stock item has serial numbers. 0 - this stock item does not have serial numbers. Available, if Serial numbers functionality is enabled.
Barcode UPC-A/EAN-13	The UPC-A/EAN-13 barcode of the product. Available, if Barcode System functionality is enabled.
Custom fields	Any custom field for stock items defined in the MRPeasy settings can be imported.

During the initial import of an item, it is possible to import one Purchase Term. (For all other cases, use the Purchase Terms import).

For including Purchase Terms in the item import, include the following columns:

Vendor	The number or name of the vendor. If the vendor does not exist, a new vendor with this name is created. Must be imported together with "Vendor price per unit" and "Lead time in days".
Vendor part no	The item code of the vendor.
Vendor price per unit	The expected price of the item from the "Vendor". If the Vendor-specific unit of measurement is used, then this is the price of the vendor's 1 unit, e.g. the price of 1 "box" of 200 items. Must be imported together with "Vendor" and "Lead time in days".
Lead time in days	The number of business days from ordering when goods will arrive from the "Vendor". Must be imported together with "Vendor" and "Vendor price per unit".
Priority	A higher number indicates a higher priority. Optionally used if you have several purchase terms per item and need to create an order of priorities. This information is also used when auto-filling POs.
Minimum purchase quantity	The minimum order quantity you can place to the "Vendor".
Vendor-specific unit of measurement	The custom unit, different from your stock-keeping unit, which the vendor sells this item. E.g. "box".
Vendor's UoM conversion rate	The conversion rate of the vendor's unit to your stock-keeping unit. E.g. if your stock-keeping unit is "pcs", Vendor UOM is "Box", and value 200 is imported, then this would mean that 1 Box = 200 pcs.
Vendor's UoM is indivisible (1/0)	The vendor's UoM is indivisible (1), only multiples of the unit can be ordered. E.g. 0.5 "Box" cannot be ordered, only 1, 2, 3... boxes can be ordered.

Example table, importing 6 items, 4 procured items, and 2 products:

Part No.	Part description	Product group	Unit of m.	Reorder point	Is procured?	Quantity at stock	Net cost per 1 unit	...
P-00001	Table Leg	Raw materials	pcs	0	1	20	20	...
P-00002	Varnish	Raw materials	l	10	1	5	5	...
P-00003	Sheet metal	Raw materials	kg	0	1	100	0.25	...
P-00004	Capacitor, 10uF, 0805	Electronic parts	pcs	2000	1	5000	0.008	...
P-00005	Table	Finished goods	pcs	0	0	0	0	...
P-00006	Electronics assembly	Finished goods	pcs	5	0	10	15	...
(Up to 3000 lines can be imported at once)

Download a sample file: import-items.csv

Re-importing data for updating items

With a CSV import it is possible to update existing items, at Stock -> Items -> Import from CSV. (Alternatively, the bulk editing can be used at Stock -> Items table.)

If an item with the same number already exists, then software updates this item. 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 item or skip it.

Part No. field is used for matching the items.

The following fields can be used:

Part No.*	A unique number to identify the item. Required. Used for matching the items.
New part number	The new part number. If the Professional function Matrix BOM is enabled, and a product has variations with unique part numbers, it is not possible to update part numbers by uploading a CSV file. Please use the Bulk editing functionality to update part numbers in batch.
Part description	The name or short description of the item.
Product group	The name or the number of product group. If the item is to be imported into an existing product group, use only the number of the group for import. If not defined earlier, a new group is created.
Unit of measurement	The unit of measurement for your item. If not defined earlier, a new unit of measurement is created.
Reorder point	The reorder point (ROP) is the level of inventory which triggers an action to replenish that particular inventory stock. If no safety level is kept in stock, then the recommended value is 0, or a negative inventory level cannot be seen in the "Critical on-hand" report. If several sites are used, there's one column for each site.
Selling price	A standard sales price for the item (if price lists are not used).
Tiered prices	If Tiered pricing is enabled, then different default selling prices per quantity can be imported. For example: Quantity = 0+, Price = 20; Quantity = 10+, Price = 15; Quantity = 20+, Price = 12 This must be formatted in a single cell as follows (as a JSON): [{"q":0,"p":20},{"q":10,"p":15},{"q":20,"p":12}] Here, "q" is quantity and "p" is price.
Is procured item (1/0)	Use "1" if this item is purchased from vendors, or use "0" if it is a product produced by your company.
Icon URL	URL of an image that is used as item's icon.
Quality control (1/0)	1 - enabled, goods received to stock are put on hold and must pass quality inspection. "On-hold period" must also be imported. 0 - disabled. Available if Quality control functionality is enabled.
On-hold period	The number of business days the goods will be on hold for quality inspection. Used for items, which have "Quality control" enabled. Available if Quality control functionality is enabled.
Shelf life	The number of days before the goods expire. Available, if Expiry date functionality is enabled.
Serial numbers (1/0)	1 - this stock item has serial numbers. 0 - this stock item does not have serial numbers. Available, if Serial numbers functionality is enabled.
Barcode UPC-A/EAN-13	The UPC-A/EAN-13 barcode of the product. Available, if Barcode System functionality is enabled.
Custom fields	Any custom field defined in the MRPeasy settings.

Important notes!

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.
If you wish to upload several Purchase Terms or Vendors for the item, you can import these at Procurement -> Vendors -> Import from CSV.
If you wish to upload inventory levels and item costs, possibly at different sites or storage locations, you can import this information at Stock -> Inventory -> Import from CSV.