Prepare and upload CSV files

Open Data Migration

Open Settings → Data Migration. The Data Migration entry is near the bottom of Settings. If it is unavailable, ask an owner for access to import data.

In the image: 1 opens Settings; 2 opens Data Migration.

What you can import

The page accepts CSV files for six kinds of records:

You may select up to six CSV files in one upload. For a product-only import, use the Products file. For product and opening-stock setup, keep the related files together as explained below.

Prepare the files

1. Select Download setup workbook. Its Instructions sheet lists the columns for every sheet and which files belong together.
2. Fill one sheet at a time. Use the workbook's column names and examples to prepare your records.
3. Save each filled sheet as its own UTF-8 .csv file. Excel names the file type CSV UTF-8. In LibreOffice, choose Text CSV and set the character set to UTF-8. Close the CSV and reopen the workbook before saving another sheet.
4. Select Choose CSV files or drop the CSV files into the upload area. The .xlsx workbook itself is not an import file.

In the image: 1 downloads the setup workbook; 2 contains the save-as-CSV instructions; 3 chooses the CSV files. Import these files is disabled until the files are ready and confirmed.

Upload related files together

• Opening Stock needs the Products file in the same upload. Add Suppliers too if an Opening Stock row names a supplier by supplier_ref, supplier_id or party_ref, or if you want to keep supplier names.
• Rack Locations needs the Products file in the same upload.
• Files imported in an earlier run do not satisfy these same-upload links. If you use a ref_id in Products, the related file can point to it within this upload; ref_id is a temporary linking value, not the product's saved BitMed ID.

Next: map columns and review the preview.