Importing Data

Overview

Svalog lets you bulk-import master data from Excel (.xlsx) or CSV files. This is useful when setting up a new company, migrating from another system, or adding large numbers of records at once.

The following entities support import:

• Products - from the Products list page
• Customers - from the Customers list page
• Suppliers - from the Suppliers list page (Purchasing module)
• Bills of Materials - from the Bills of Materials list page (Manufacturing module)
• Users - from the Users page (admin only)

How to Import

The import workflow is the same for all entity types:

• 1. Go to the list page for the entity you want to import (e.g. Products).
• 2. Click Download Template - this downloads a pre-formatted Excel file with column headers, example rows, and dropdown validation where applicable.
• 3. Fill in the template. Delete the example rows. Required columns are highlighted in yellow.
• 4. Save the file as .xlsx or .csv.
• 5. Click Import on the same list page and select your file.
• 6. Svalog processes each row and reports how many records were created, skipped (already exist), and any errors.

Products Import

Required columns (highlighted yellow in the template): sku, product_name, product_type.

All columns:

• sku - Unique product code. Rows with an existing SKU are skipped.
• product_name - Display name of the product.
• description - Optional longer description.
• sell_price - Selling price (default: 0 if left blank).
• base_cost - Purchase/production cost (default: 0 if left blank).
• product_type - Must be one of: finished_good, raw_material, service. A dropdown is provided in the template.
• category - Optional free-text category label.
• is_saleable - true/false. If left blank, defaults to true for finished_good and service, false for raw_material.
• is_purchasable - true/false. If left blank, defaults to true for raw_material, false otherwise.
• is_manufactured - true/false. If left blank, defaults to true for finished_good, false otherwise.
• is_component - true/false. If left blank, defaults to true for raw_material, false otherwise.
• reorder_point - Stock level that triggers a reorder alert.
• reorder_quantity - How many units to reorder.
• lead_time_days - Supplier lead time in days.
• uom_name - Name of the unit of measure (must match an existing UoM in Svalog, e.g. "kg", "pcs").

Customers Import

Required columns: customer_code, customer_name.

All columns:

• customer_code - Unique customer identifier. Rows with an existing code are skipped.
• customer_name - Full name of the customer or company.
• customer_type - company or individual (dropdown in template). Defaults to company if blank.
• email - Contact email address.
• phone - Contact phone number.
• tax_id - VAT or tax registration number.
• billing_address_line1 - First line of billing address.
• billing_address_line2 - Second line (optional).
• billing_city - City.
• billing_postal_code - Postal / ZIP code.
• billing_country - Country name or code.
• payment_terms - Default payment terms in days (e.g. 30).
• currency - Default currency code (e.g. EUR, USD).
• notes - Internal notes.

Suppliers Import

Required columns: supplier_name.

All columns:

• supplier_code - Optional unique code. If omitted, one is auto-generated.
• supplier_name - Full name of the supplier. Rows with the same name are skipped.
• contact_person - Primary contact name.
• email - Contact email address.
• phone - Contact phone number.
• tax_id - VAT or tax registration number.
• payment_terms - Default payment terms in days.
• currency - Default currency code.
• notes - Internal notes.

Bills of Materials Import

BOM import uses one row per component. A BOM with multiple components spans multiple rows - the bom_name, output_product_sku, and output_qty columns repeat on each row for the same BOM.

Required columns: bom_name, output_product_sku, output_qty, component_sku, component_qty.

All columns:

• bom_name - Name of the Bill of Materials. BOMs with the same name are skipped.
• output_product_sku - SKU of the finished product this BOM produces. Must exist in Svalog.
• output_qty - How many units of the finished product this BOM produces.
• output_uom_name - Unit of measure for the output quantity (optional; must match an existing UoM).
• version - Optional version label (e.g. "1.0", "Rev B").
• component_sku - SKU of the component used. Must exist in Svalog.
• component_qty - Quantity of the component required per production run.
• component_uom_name - Unit of measure for the component quantity (optional).
• scrap_factor - Extra material allowance as a decimal, e.g. 0.05 = 5% extra. Leave blank or 0 for no scrap.
• notes - Notes for this component line.

Users Import

Admin only. Required columns: email, full_name, role.

All columns:

• email - Login email address. Must be unique. Rows with an existing email are skipped.
• full_name - The user's display name.
• username - Optional alternative login identifier.
• role - Must be one of: admin, manager, staff (dropdown in template).
• allowed_modules - Comma-separated list of modules the user can access, e.g. "sales,analytics". Leave blank to allow all company modules. Not applicable for admin role.