Import & export data

→ Open imports · Open exports

Under Administration → Data & files you import master data from CSV or JSON files and download archive and register exports as a ZIP. Both areas are separate pages in the admin navigation: Imports and Exports.

Import dataCopy Anchor Link

On the Imports page you choose at the top between three import targets (the buttons are labelled in English in the interface):

• Contacts – create or update customer and contact records.
• Products – catalog products including stock, categories and suppliers.
• Product categories – create nested category paths.

Each import accepts CSV or JSON (.json / .csv). For CSV you can choose the separator (the "CSV separator" selector, the default is semicolon): Auto, Semicolon (;), Comma (,) or Tab. Via the collapsible JSON format and CSV format blocks you see an example each and can download it as a template via Download JSON / Download CSV.

How an import runsCopy Anchor Link

Import contactsCopy Anchor Link

There are two modes, switchable via the Update existing contacts toggle:

• Create (default): creates new contacts. At least a first/last name or company is required. Duplicate email addresses within the file are skipped.
• Patch (toggle active): assigns rows to existing contacts via id (preferred) or email and updates only the filled fields. Unassignable rows are skipped. Only in this mode can created_at and updated_at be overwritten.

Supported fields (a selection, with column aliases): first_name/last_name (or name), email, phone, company, website, uid/vat_id, tax_number, salutation, academic_title, bank_name, iban, bic, image_url, notes, birthday, newsletter_accepted, automatic_emails, customer_type, customer_group.

• Addresses: either flat via shipping_* and billing_* (e.g. shipping_address1, billing_zip) or structured as an addresses array (JSON) or numbered columns address_1_type, address_1_address1 … (types: billing, shipping, private, work, other). The country is resolved via ISO code or country name.
• Custom fields: as a JSON object custom_fields or as CSV columns custom_fields_<slug> (e.g. custom_fields_customer_category).

More on maintenance see Contacts, Customer types & groups and Custom fields.

Import productsCopy Anchor Link

The required field is name. Missing categories and suppliers are created automatically on import.

• Prices: price for net or price_gross for gross, controlled via price_input_mode (net / gross). Amounts are also recognized in local notation (20,45 as well as 1.234,56).
• Defaults: without a value, the tax rate is set to 20% and the unit to piece.
• Stock & warehouse: quantity for the amount; storage_name accepts nested paths – the first segment is the warehouse, further segments form the location hierarchy (separator > or /, e.g. Main warehouse > Shelf A > Compartment 3). Without a value, stock lands in the default warehouse "Import".
• Further fields: article_number, ean, description, purchase_price, weight, is_serialized, manufacturer, device_model, supplier_name, categories, custom_fields_<slug>.

Two options are available:

• Split categories automatically (/ and >) – breaks category entries into path levels. Several categories are separated by a semicolon.
• Update existing products – matches are searched via EAN, then SKU; if a product is found, it's updated instead of skipped.

In depth: Create a product, Product variants, Categories and Warehouse & stock.

Import product categoriesCopy Anchor Link

Create category trees in one step. Per row you provide either

• full_path with the full path (separator >), e.g. Parent > Category > Subcategory, or
• parent_path + name – the parent path plus the new category name.

A description is optional. SimpliServ sorts the rows by depth, creates missing levels in the right order and skips already-existing paths. If a parent category is missing that isn't itself part of the file, the row is marked as failed with a note.

Download exportsCopy Anchor Link

The Exports page offers two direct ZIP downloads from the compliance archive. It requires the admin.exports.read permission.

PermissionsCopy Anchor Link

• Imports are reachable via admin.settings.view.
• Exports require admin.exports.read.

Who sees which admin areas is controlled under Users & roles.

Related topicsCopy Anchor Link

• Create a contact — what you maintain and add by hand after the contact import.
• Create a product — single creation as a complement to the product bulk import.
• Custom fields — defines the custom_fields_<slug> columns the import fills.
• GoBD archiving — the structure and retention of the archive packages you export here.
• DEP export (RKSV) — background and obligations for the DEP7 register export.