Import file format and CSV file example

The customer products can be imported into Storeroom using a CSV file in one of these header name formats:

  • Code format
  • UI format

Code header name format

This table displays the code header name format that is required for the file. You must specify each header name in the same order as displayed.

Element number Header name Data Required element Example
1 erpItemKey ERP product number Yes 10-0251-0000
2 customerItemKey Customer product number Yes Customer Import3026
3 generalLedgerAccountKey General ledger account number No 1000
4 lastPricePaid Last price paid No 250
5 activeStatus True or false No* TRUE

*By default, this value is set to TRUE.

This is an example of a CSV file that is accessed in a text editor. You can see the second row for an example of a comma that is used as a placeholder for an element that is not required.

erpItemKey,customerItemKey,generalLedgerAccountKey,lastPricePaid,activeStatus
10-0251-0000,Test Customer Import3026, 1000,250,TRUE
10-0251-0000,Test Customer Import3026,,,TRUE

UI header name format

This table displays the UI header name format that must be used in the CSV file when importing customer product records into Storeroom. The columns can be specified in any order, because Storeroom supports personalization that allows users to rearrange columns as required.

Note: You can use the Export to Excel or Export All options on the Customer Product Setup screen to download existing data as a CSV file for reference.
Element number Header name Data Required element Example
1 Customer Product Customer product number Yes Store8-1-TestPRod
2 Product ERP product number Yes Store-8-product
3 Description Description about the ERP product No* Stock Product
4 General Ledger Account General ledger account number No 1002
5 Last Price Paid Last price paid No 250
6 Active Active status of the product No Yes**

*The Description column is optional. Any value specified in this column is ignored during import. The Description field value is automatically populated in Storeroom based on the selected ERP product and cannot be modified on the Customer Product Setup screen.

**By default, this value is set to Yes.

This is an example of a CSV file that is accessed in a text editor. You can see the second row for an example of a comma that is used as a placeholder for an element that is not required.

Customer Product, Product, Description, General Ledger Account, Last Price Paid, Active
Store8-1-TestPRod, Store-8-product, Stock Product, 1002, , Yes
Store22-2-TestPRod, Store-22-product, TestProduct, , , No