Upload masterdata via csv file – RetailForce Software GmbH

In this article, you'll find instructions on how to upload master data (organizations/companies/stores and cash registers) to the RetailForce Cloud.

The upload is done via a CSV file that contains all data.

Attention: Please use UTF8 encoding.

The order of the fields within the CSV file is generally not relevant.

Tip: It is recommended to create the configuration before uploading the master data.

Uploading terminal data

For an example file for uploading checkout data, see:

field description:

Field	Description	Mandatory
Organisation	This is the identification of the organization. The ID can consist of the UID number, the tax number, or the GLN number. The ID must be stored in the cloud for the respective organization. The formats are: VATNumber/ (=UID number) TAXNumber/ (=tax number) GLNNumber/ (=GLN number) After the slash, the respective number must be recorded.	yes
Company	This is the identification of the organization. The ID can consist of the UID number, the tax number, or the GLN number. The ID must be stored in the cloud for the respective organization. The formats are: VATNumber/ (=UID number) TAXNumber/ (=tax number) GLNNumber/ (=GLN number) After the slash, the respective number must be recorded. The field is optional and can be omitted. Then the store is assigned to the organization without a company.	no
StoreNumber	The store number.	yes
TerminalNumber	The terminal number.	yes
Terminal_Caption	The name of the cash register, the field can be left blank, but must be submitted.	yes
Terminal_IsTest	0 = productive pos system 1 = test system	yes
Terminal_ConfigurationId	The id of the configuration for this terminal. If left blank, then (if configured) the configuration of a higher entity (branch, company, organization) is taken. The id of the configuration can be found in the configuration detail window after the configuration has been configured.	yes

For an example file for uploading branch data (including checkout data), see:

Feldbeschreibung:

Only the additional fields for uploading the checkout data are described.

Field	Description	Mandatory
Store_Caption	The name of the store.	yes
Store_Street	The street of the store. You can take "FROMSTREET", then you will try to parse the street number from the street (number after the last space). Alphanumeric street numbers are not yet supported. If it could not be parsed, "NF" is written in the column.	yes
Store_Streetnumber	The house number of the store.	yes
Store_PostalCode	The postcode of the store.	yes
Store_City	The location of the store.	yes
Store_CountryCode	The country code according to ISO 3166 alpha-3 AUT - Austria DEU - Germany	yes
Store_ConfigurationId	The id of the configuration for this branch. If left blank, then (if configured) the configuration of a higher entity (company, organization) is taken. The id of the configuration can be found in the configuration detail window after the configuration has been configured.	no