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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Importing data via CSV

Your task/initial situation

You exported a database from JTL-POS as a CSV file and edited it externally. You now want to import the data into a new database.

Import order

When you import CSV files into a new database, you should always perform the data import according to the order in the Data category field. For example, you must import categories and configuration groups before you import item data. This is the only way to ensure that the category saved in the CSV file is assigned correctly.

Importing a CSV file

Importing CSV files always works the same in JTL-POS, no matter whether they contain category, item or customer data.

Structure of CSV files

CSV files for JTL-POS must always have the same structure The header of a file with item data, for example, looks like this:

Internal Key,Item Name,Variation1 Name,Variation1 value,Variation2 Name,Variation2 value,Variation3 Name,Variation3 value,Variation4 Name,Variation4 value,SKU,Barcode,Tax Rate,Eat in Take out Tax Active,Price,Purchase Price,Discount Percentage,Not Discountable,Inventory Management Active,Quantity,Split Quantity,Sales Unit,Note,Blocked,DepositClass,DepositClass Amount,DepositClass Name Receipt,Image Path,Quantity as Separate Line Items,Print Kitchen Receipt,Category Name,Tags,Sort Number,Configuration Group Name

As you can see, the comma acts as a separator between the individual columns. The quote character is “. The quote character must be used if the separator is part of a data field to be imported. In order to view the structure of a CSV file, we recommend performing a CSV export of the respective file (please see: Exporting data via CSV). You can also edit this kind of file and import it again at a later time.

Note on image folders: Image folders with item or category images can be referenced in a CSV file. The image folder must always be specified relative to the folder in which the CSV file is located. Example: The images are in the subfolder “Images” of the folder in which the CSV file is stored. Enter the path like this: Images/imagename.jpg

Workflow

In the menu of JTL-POS, go to the menu item Import/Export (CSV). You are forwarded to the tab Data import.

From the drop-down menu Data category select the file type you want to import.
Tap Select file. The dialogue box Select file opens.
Go to the CSV file on your device and select it. Then tap OK. The file is now shown under File name.

Tap Start import. When the import was successful, a success message appears. The imported files are now present in JTL-POS.
If required, repeat these steps and select a different data category to perform further imports.