Automated CSV imports are an additional functionality that is subject to a charge. If this is not yet activated for your system, you can book the feature at any time. To do so, please contact support@remberg.de
CSV files are required for automatic, regular master data updates (also known as batch migration). These are imported directly into the system as they are stored in the SFTP environment. This means that the data contained must match the configuration of your system in order for it to be correctly transferred and displayed.
The following section explains in detail which requirements the CSV files must meet, how they should be structured and which adjustments you need to make if you change any system configurations.
General Requirements
A separate CSV file must be provided for each data object.
CSV files contain the delta to the last data record available. Complete exports will not be accepted.
The files must be UTF-8 encoded and masked in accordance with the RFC CSV conventions.
The separator is a semicolon.
The CSV files are named according to the following scheme:
Assets: “YYYY-MM-DD_hh-mm_Asset.csv”
Organizations: “YYYY-MM-DD_hh-mm_Company.csv”
Contacts: “YYYY-MM-DD_hh-mm_Contact.csv”
Parts: “YYYY-MM-DD_hh-mm_Parts.csv”
The directory to store the files on the SFTP environment is “/baseData/"
Note: If this folder does not yet exist on the server, create it once.
The template contains a corresponding worksheet for each data object.
First row (white): Exact column name as it is to be transferred to the CSV export
Second line (blue): Name of the corresponding field as it is displayed in the remberg system
Further lines in green: Notes & requirements for mandatory fields and data formats, among other things
Notes:
All rows marked in color are not to be included in the final CSV.
Columns marked as mandatory must exist in the CSV and contain a value for each row.
Non-mandatory columns do not have to be included in the CSV if they are not to be filled in or updated.
It is not possible to delete assets, organizations, contacts and parts via the import.
Asset CSV
Associating Organizations & Contacts
You can associate one asset with multiple organizations and contacts.
The CSV template describes how this can be implemented in detail.
Please note the following:
relatedOrganization and relatedContact overwrite existing associations. This should be noted if, for example, associationgs have been created directly in the software.
If values are entered in the relatedOrganization or relatedContact column in a row of the import file, the ..toAdd or ..toRemove columns are ignored for this row. It is not possible to overwrite the associated organizations or contacts and add or remove some at the same time within the same import.
Only contacts assigned to related organizations can be associated to the asset.
When an organization is removed from an asset, all contacts belonging to this organization are automatically removed from the assets' contacts.
Custom Properties
Details on custom asset properties can be found in your remberg system under
Settings > Features > Assets.
You can find more information on how to add or edit custom properties here.
Screenshot of a custom property in the settings
Column Naming
Add a column to the CSV file for each custom property. The column name follows the name “customPropAPILabel”.
Example: To update the “Year of Construction” field, add a column with the name customPropbaujahr to the CSV file.
Value Format
In the following table you will find detailed information on the format specifications for the field types:
Field Type | Value Format | Description |
Text |
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Text area |
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|
Checkbox |
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|
Link |
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|
Number |
|
|
Selection |
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|
Asset Selection |
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|
Organization Selection |
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|
Contact Selection |
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|
Date |
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Date and time |
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|
Available Import Settings
Please let your personal Customer Success Manager know which of the settings below you have chosen or if there are any subsequent changes. These settings are made by remberg.
Update existing assets
If this option is activated, assets are updated in the system via the import with the information stored in the CSV file. The asset ID (serialNumber) is the unique identifier for assets. Therefore, if the asset ID is not existent in the system, a new asset is created.
If this option is deactivated, only new assets are created in the system. Asset IDs that already exist are skipped and ignored during import.
Note: It is not possible to only update existing assets and prevent the creation of new assets.
Overwrite data in the system with empty cells
If this option is activated, empty cells in the CSV file overwrite existing data in the corresponding data field in the system.
The option is applied to all columns of the import.
Mandatory fields cannot be overwritten with an empty value.
Note: Information entered via the user interface, which does not exist in the source system of the export, can be deleted with this import setting.
Create asset types
Asset types are created if they do not yet exist in the system.
If no asset types are to be created with the asset import, a separate asset type import is required.
Note: Even small spelling differences (e.g. spaces instead of hyphens) lead to the creation of a new asset type.Change asset types
The asset type already linked in the system is replaced with the new type specified in the import.
Set associated organization address as asset location
The delivery address of the associated organization can be automatically transferred as the asset location.
If several organizations are assigned via relatedOrganization, the address of the first organization is taken over.If an organization is added via relatedOrganizationToAdd, its address is not adopted unless the asset has not yet had an associated organization.
If the option is not active and the export does not contain any address information, the asset location remains empty.
Organization CSV
Available Import Settings
Please let your personal Customer Success Manager know which of the settings below you have chosen or if there are any subsequent changes. These settings are made by remberg.
Update existing organization
If this option is activated, organizations are updated in the system via the import with the information stored in the CSV file. The organization number (companyNumber) is the unique identifier for organizations. Therefore, if the organization number is not existent in the system, a new organization is created.
If this option is deactivated, only new organizations are created in the system. Organization numbers that already exist are skipped and ignored during import.
Note: It is not possible to only update existing organizations and prevent the creation of new organizations.
Overwrite data in the system with empty cells
If this option is activated, empty cells in the CSV file overwrite existing data in the corresponding data field in the system.
The option is applied to all columns of the import.
Mandatory fields cannot be overwritten with an empty value.
Note: Information entered via the user interface, which does not exist in the source system of the export, can be deleted with this import setting.
Contacts CSV
External contacts are created in the system and are not automatically invited to the portal. The same applies to internal users.
Available Import Settings
Please let your personal Customer Success Manager know which of the settings below you have chosen or if there are any subsequent changes. These settings are made by remberg.
Update existing contacts
If this option is activated, contacts are updated in the system via the import with the information stored in the CSV file. The email is the unique identifier for contacts. Therefore, if the email is not existent in the system, a new contact is created.
If this option is deactivated, only new contacts are created in the system. Emails that already exist are skipped and ignored during import.
Notes:a) It is not possible to update a contacts associated organization. In order to assign the contact to a different organization, the contact has to be deleted in the system before he can be created again within the correct organization.
b) It is not possible to only update existing contacts and prevent the creation of new contacts.
Overwrite data in the system with empty cells
If this option is activated, empty cells in the CSV file overwrite existing data in the corresponding data field in the system.
The option is applied to all columns of the import.
Mandatory fields cannot be overwritten with an empty value.
Note: Information entered via the user interface, which does not exist in the source system of the export, can be deleted with this import setting.
Create contact as internal user if contact does not contain an organization number
If a contact does not have an organization number, the import can be set so that this contact is automatically created as an internal user.
Note: If the contact's organization number does not exist, the contact will not be created.
Parts CSV
Available Import Settings
Please let your personal Customer Success Manager know which of the settings below you have chosen or if there are any subsequent changes. These settings are made by remberg.
Update existing parts
If this option is activated, parts are updated in the system via the import with the information stored in the CSV file. The part number (serialNumber) is the unique identifier for parts. Therefore, if the part number is not existent in the system, a new part is created.
If this option is deactivated, only new parts are created in the system. Part numbers that already exist are skipped and ignored during import.
Note: It is not possible to only update existing parts and prevent the creation of new parts.
Overwrite data in the system with empty cells
If this option is activated, empty cells in the CSV file overwrite existing data in the corresponding data field in the system.
The option is applied to all columns of the import.
Mandatory fields cannot be overwritten with an empty value.
Note: Information entered via the user interface, which does not exist in the source system of the export, can be deleted with this import setting.
Frequently Asked Questions
What do I have to do if a new selection option for a dropdown has been added in the source system (e.g. ERP) and I want to transfer the data to remberg?
The new option must be added to the corresponding selection field in remberg. You can find out how to edit asset data fields here.
The asset CSV must contain the API label of the newly added option as a value.
What do I have to do if I have created a new custom property in remberg?
A new column with a name (see above) must be added to the asset CSV. Values in the column must comply with the format requirements of the field type (see above).
Do you need to inform remberg if a new custom property or selection option has been added for the import to continue to work?
No. The CSV file will be imported automatically and all data contained will be imported as specified. If data cannot be matched to the configuration of your system, it will be “ignored”. The field remains empty.
Why does the asset CSV have to contain the API label of the option as a value for selection fields?
In order to be able to offer multilingualism and the possibility of renaming fields and selection options over time, it is a technical standard to base imports on a non-changeable ID. This unchangeable ID is the API label. This in turn explains why an API label cannot be edited after creation.
Why are API labels automatically converted and contain e.g. “-” instead of “ ”?
Name entries are automatically converted into API labels based on common technical practice with a defined spelling (technical term: “kebap-case”). This is necessary to ensure a technically standardized spelling and to comply with database standards.
Can an import be undone?
This is not possible. Data can be corrected via another import (no deletion of objects!), manually in the system or via the API interface.