Data migration products

Content of this service

1. We arrange a meeting with you. At the first appointment, we discuss your products list with you and check its feasibility. We will show you the most important instructions for a successful product migration.

Appointment duration: max. 1 hour (customer and product specialist together)

Support: TeamViewer / telephone

2. Based on this information, you can process your product list independently and prepare it for migration.

Duration: depends on the product list and your involvement

Support: you do it yourself

3. We book a second appointment and work with you to import up to 500 products. Once the import has been successfully completed, you'll be able to carry out further imports on your own.

Appointment duration: max. 1h

Support: TeamViewer / telephone

Note

1. allowed files:
- XLS, XLSX, CVS

2. the file must have a heading/title in the first line.

3. mandatory information:
product name

4. Other information that can be imported:

For sale:
- Product name
- Product description
- Product code
- Selling price
- Currency
- Unit
- Product account
- VAT Sales tax
- Contact person (e-mail address bexio login)

Only for products with stock:
- Stock level
- Minimum stock

Supplier details:
- Supplier
- Product name Supplier
- Product description Supplier
- Product code Supplier
- Purchase price
- Expense account
- VAT Input tax
- Remarks

Internal bexio information:
- Group
- Storage location
- Storage location
- Width (mm)
- Height (mm)
- Weight (g)
- Volume (ml)

5. Information that cannot be imported:
- tiered prices

6. Information where there is something to consider:
- Supplier -> must first be entered under "Contacts".

7. Information that can be entered in parameters before import:
- Group
- Foreign currency
- Unit
- Storage location
- Storage location
- Income and expense account
- VAT Sales tax and input tax