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.