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How to import products

Do you need to create or update products in Rackbeat? Here we’ll show you how you can easily do it using the import function.

See this guide on how to manually create products:
How to create products
Guide to general import setup in Rackbeat:
Import in Rackbeat

Table of Contents

We always recommend using the example file.
Go to: Items → Products → Import / Export → Import → Example File

Creating new products via import

How to import or update your products

  1. Click on the “Items” tab → “Products”.

  2. Click “Import / Export” and select “Import”.

  3. Click “Choose File”.

  4. Select the CSV file from your computer. Click “Open” and then “Load File”.

  5. Before loading the file, you need to match the columns in the popup with those in your CSV file. See this guide for help with that.

  6. Finish by clicking “Import”, and your products will be loaded.

To create new products via import, the following information is required:

  • Item Number: Enter the unique number used to identify the item.

  • Item Name: Enter the name of the item.

  • Item Group: Enter the group number from the item groups overview.

  • Sales Price: Enter the standard sales price.

  • Expected Cost Price: Enter the expected purchase cost for the item.

If these required columns are not filled, the import will fail.
What do if my import failed

Note! Item groups must be created before importing products.
See how to create item groups here

Updating products via import

To update existing items via import, you must check the "Update Existing" box.
When updating existing items, the file must include the item number column and one column for each field you want to update.

The item number is always required when importing updates to existing items.

Example: To update the sales price of products, use the following columns:

  • Item Number

  • Sales Price

What can be updated/added via import?

You can add or update the following product data via import:

  • Name: The name of the product.

  • Sales Price: The product's sales price.

  • Expected Cost Price: The expected purchase cost for the product.

  • Item Group: Enter the item group number from the item groups overview.

  • Extra Cost: Percentage-based extra cost for receipts and production (enter as a whole number, no % symbol).

  • Unit: Specify the product unit, e.g., “pcs”. (Note: Units must be created first via Items → Units).

  • Stock Quantity: Set an initial stock quantity (only possible on creation – later updates must be done via stock adjustment).

  • Description: Description of the product.

  • Min. Stock Level: Minimum stock level before reordering is recommended.

  • Min. Sales Quantity: Minimum quantity required per sale.

  • Min. Purchase Quantity: Minimum quantity required per purchase.

  • Barcode: Add a barcode for the item.

  • Default Location: Set a default location for the product. Enter the location number, not the name.

  • Variant: Assign a variant type using the variant number (Variants must be created under Products → Variants).

  • Weight: Enter the weight of the product.

  • Weight Unit: Enter the weight unit, e.g., g/kg/t.

  • Width: Enter the product’s width.

  • Height: Enter the product’s height.

  • Depth: Enter the product’s depth.

  • Size Unit: Enter the size unit used for width, height, and depth (e.g., mm/cm/m).

  • Primary Supplier (Number): Enter the supplier number if the product is primarily purchased from one supplier.

  • Blocked: Choose whether the product is blocked. If blocked, it cannot be used in orders, purchases, production, etc. Enter 1 for blocked or 0 for active. Leave blank to create as active.

  • Discount Group ID: Enter the discount group number if the product belongs to one.

  • Image URL: Add a URL to pull an image from another source. Only one image per product is supported.

  • Has Batch Tracking: Enter 1 to enable batch tracking for the item (requires the batch tracking module).

  • Has Serial Numbers: Enter 1 to enable serial number tracking (requires the serial number module).

  • Recommended Price: If the product has a recommended price, it can be entered here.