Import several services and materials from a CSV, XLS or XLSX file. AdMemo maps your columns, checks the rows and uses item codes to detect existing items.
Use your own file, or download the empty Excel template. If you are moving historical bookkeeping as well, see XAF import.
Import the file
- Open Items and choose Import.
- Upload a CSV, XLS or XLSX file of at most 2 MB.
- For an Excel file, choose the appropriate worksheet if needed.
- Choose whether existing codes should be Overwritten or Skipped.
- Map the columns in your file to the AdMemo fields.
- Map at least Code and Name; both are required.
- Choose Check and correct the errors shown.
- For an unknown VAT value, choose 0%, 9% or 21% in the wizard and check the rows again.
- Choose Start import after reviewing the result.
Fields you can import
| Field | What it contains |
|---|---|
| Code | Required unique item code, used for duplicate handling. |
| Name | Required internal item name. |
| Default invoice description | Text used on invoice lines. |
| Alternative names | Aliases separated by commas, semicolons or new lines. |
| Type | Labour or materials. |
| Unit | For example stuk, uur, m², meter, set or beurt in an existing file. |
| Default quantity | The initial quantity on a work-order line. |
| Sale price excluding VAT (€) | Price per unit, excluding VAT. |
| VAT | 0%, 9% or 21%. |
| Active | Whether the item is offered in the picker and AI context. |
| Group code | Optional item-group code. |
| Group description | Optional item-group name. |
| Purchase price excluding VAT (€) | Optional internal cost price. |
Unmapped columns are ignored rather than saved.
Labour and materials
Choose Labour for work such as maintenance, installation, photography, plastering or hourly advice. When an imported labour item has no unit, AdMemo uses the existing default uur (hour).
Choose Materials for products such as a bicycle bell, chain, soil mix, cable or brake-pad set. With no imported unit, the existing default is stuk (piece).
Source item names, units, aliases and descriptions remain the values in your file. English changes the wizard labels, not those saved values.
VAT checks
Known source values such as HOOG, LAAG, GEEN, 21, 9 and 0 are normalized to the accepted rates.
A blank VAT value becomes 0% and produces a warning. An unknown VAT value is an error: select the appropriate accepted rate and recheck before importing. The wizard does not decide which VAT treatment is legally appropriate for your supply.
Duplicate codes
- Overwrite updates the fields of an existing item with the same code.
- Skip leaves that item unchanged.
When overwriting, existing stock is retained if the stock column in your file is empty. Review warnings before starting the import.
Use clear codes such as ART-001 or SVC-001, separate group codes from group descriptions, and enter both sale and purchase prices excluding VAT.
Next step: Add items to your catalogue.