Table of Contents
- Legacy data as CSV file
- Tips for importing data
- Use default import templates
- Address types for import
- Assign customer number/vendor number directly from number range in xentral
With the address import you can import legacy data from previous systems to xentral via CSV file.
Master data > Import/Export Central > Master Data Import
Note: Until version 21.1 it's via Management > Import/Export Central > Master Data Import.
Legacy data as CSV file
First, check if your legacy data exists as CSV files.
Possible origin of these Excel or CSV files is:
- Maintained address data in Excel or similar spreadsheet program
- Export function in alt system
- Export function in store system
How the export function of the legacy or store system works, you take their documentation or ask directly to the appropriate support of the used software after.
Tips for importing data
Here we have summarized some tips for you that might be useful when importing data:
- Never import the whole CSV file right away. Always perform a "test run" with 1 - 2 lines, check the results afterward, and only then export the whole file
- If you are not familiar with handling CSV files, get support from your technical department
- When editing data, rather than Excel, use Open Office/Libre Office. Here you can customize the formatting easier. To do this you can find here more info
Use default import templates
In xentral there are import templates created by default, which you can use in two ways:
- Building or rebuilding the CSV files like standard import templates
- Adaptation of the structure of the import template to existing CSV files
Customize import template
You can edit the import template by clicking on the pencil icon. An explanation of the individual fields can be found here.
Construction of the CSV fields
The CSV fields are structured as follows:
- Column number: Specify which column in the CSV file contains the content. This is followed by a colon (:)
- Variable name: Enter what content is in this column. This is followed by a semicolon (;)
For a listing of the most important variable names, see our manual.
If there is no direct field in xentral for content, you can fill in so-called free fields in the addresses, which you can fill in the respective address under Details > Other data. The variables are: freefield1 - freefield10.
Address types for import
There are several address types for import:
The important thing here is that only one line is used per address in the CSV file.
We recommend creating separate CSV files and import templates for the above Address types to create and import them one after the other.
Assign customer number/vendor number directly from number range in xentral
You also have the option to assign the customer number or vendor number directly from the number range in xentral. To do this, add NEW in the column for customer number/supplier number in the CSV file:
Click here for Step 16 - Import Item