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Column reference by upload type

This page is the build-a-file-from-scratch reference for the File Upload wizard. Each section lists the accepted column names, value formats, and quirks for one upload type, in the same order the wizard presents them.

How to read this page

Column names are exact and case-sensitive. Any column name the wizard does not recognise for the selected upload type is treated as an extended-property name on the chosen template or SKU. Truly unrecognised names — those that do not match any extended property either — are silently ignored.

Boolean cells must be True or False. Using 1 or 0 causes a format error.

Date cells must use ISO 8601 — yyyy-MM-dd for a date, or a full timestamp (for example 2026-07-21T09:30:00Z). Values in any other format are rejected with a per-row format error. Times without an explicit offset are treated as UTC.

De-duplicate your file on the unique field before uploading. If two rows in the same file share the same unique-field value, both rows are processed without warning. On update operations, the second row's values overwrite the first.


Items

Unique fields: TagNumber · AssetNumber · Name

Required to create: Name, a place (via a mapped Place column or the Reference Field Mapping panel), and a SKU (via the SKU picker tile on the mapping step, or via a per-row Sku column when Allow Multiple SKUs is ticked).

Supported columns

ColumnSetsValue format / notes
NameItem nameText
DescriptionItem descriptionText
TagTypeTag typePassiveRfid, ActiveRfid, Barcode, Bluetooth — omitting defaults to PassiveRfid
TagNumberRFID or barcode tag numberText — leave blank on an update to unlink the tag
AssetNumberAsset numberText
MultiplierItem multiplierDecimal
QuantityItem quantityDecimal
UnitCostPer-item unit costDecimal
PersonAssigned personReference (see Reference columns below)
PlaceCurrent placeReference (see Reference columns below)
AssignedPlaceAssigned (target) placeReference (see Reference columns below)
DepartmentDepartmentReference — resolved by name
ParentItemParent item (hierarchical items)Reference (see Reference columns below) — create only; ignored on update
SkuSKU for this rowReference (see Reference columns below) — only when Allow Multiple SKUs is ticked

Any column whose name matches an extended property on the chosen SKU's item-level properties sets that property's value.

Reference columns

ReferenceResolve by
Place, AssignedPlaceName · PlaceCode · GLN · TagNumber
PersonEmail · Name · TagNumber
ParentItemTagNumber · AssetNumber · Name
Sku (Allow Multiple SKUs)SkuNumber · BarcodeNumber · Name

Quirks

note

Creating an item requires both a place and a SKU. Provide the place via a mapped Place column (or the Reference Field Mapping panel) and the SKU via the picker tile on the mapping step. When Allow Multiple SKUs is ticked, include a Sku column in your file instead of using the picker tile.

note

ParentItem is a create-only column. It is silently ignored when updating an existing item.


SKUs

Unique fields: BarcodeNumber · SkuNumber · Name

Required to create: Name

A template is applied via the Template picker tile on the mapping step. The Template column in your file is stripped automatically — its value comes from the picker, not from the file.

Supported columns

ColumnSetsValue format / notes
NameSKU nameText
DescriptionSKU descriptionText
SkuNumberSKU numberText
BarcodeNumberPrimary barcode numberText
ExternalRefExternal referenceText
CompanyPrefixGS1 company prefixText
ItemReferenceGS1 item referenceText
CustomPrefixCustom GS1 prefixText
SkuTypeSKU typeStandard, Kanban, VariablePercent, VariableQuantity
EncodingTypeBarcode encoding typeSgtin, CustomPrefix, None, Grai
InnerQuantityUnits per inner SKUDecimal
LowerBoundQuantity lower boundDecimal
UpperBoundQuantity upper boundDecimal
ItemCodeItem codeText
UnitCostUnit cost (supplier cost)Decimal
SkuLevelCostTrack cost at SKU levelTrue / False
AutoCreateAuto-create settingTrue / False
AdditionalBarcode1, AdditionalBarcode2, …Additional barcodesText — see Additional barcodes below

Any column whose name matches an extended property on the chosen template sets that property's value.

Inner SKU columns

All of the columns above are also accepted with an InnerSku. prefix to set the corresponding field on the SKU's nested inner SKU. An inner SKU is only created or updated when InnerSku.SkuNumber is present and non-empty in the row.

ColumnSets
InnerSku.SkuNumberInner SKU number — required to write any inner SKU field
InnerSku.NameInner SKU name
InnerSku.DescriptionInner SKU description
InnerSku.BarcodeNumberInner SKU primary barcode
InnerSku.ExternalRefInner SKU external reference
InnerSku.CompanyPrefixInner SKU GS1 company prefix
InnerSku.ItemReferenceInner SKU GS1 item reference
InnerSku.CustomPrefixInner SKU custom GS1 prefix
InnerSku.SkuTypeInner SKU type (Standard, Kanban, VariablePercent, VariableQuantity)
InnerSku.EncodingTypeInner SKU encoding type (Sgtin, CustomPrefix, None, Grai)
InnerSku.InnerQuantityInner SKU inner quantity
InnerSku.LowerBoundInner SKU lower bound
InnerSku.UpperBoundInner SKU upper bound
InnerSku.UnitCostInner SKU unit cost
InnerSku.SkuLevelCostInner SKU SKU-level cost (True / False)
InnerSku.AutoCreateInner SKU auto-create (True / False)
InnerSku.AdditionalBarcode1, InnerSku.AdditionalBarcode2, …Inner SKU additional barcodes — same suffix rules as outer SKU

Additional barcodes

Use columns with the AdditionalBarcode prefix followed by any suffix (e.g. AdditionalBarcode1, AdditionalBarcode2) to add or remove extra barcodes. Each such column adds or removes one barcode per row. Append |Add (the default) to explicitly mark an add, or |Remove to remove that barcode instead. Empty cells are ignored.

Name,SkuNumber,AdditionalBarcode1,AdditionalBarcode2|Remove
Makita 18V Drill,MAK-DRL-18V,9310000000017,9310000000024

In this example, AdditionalBarcode1 adds barcode 9310000000017 and AdditionalBarcode2|Remove removes barcode 9310000000024.

The same pattern applies to inner SKU barcodes: InnerSku.AdditionalBarcode1|Add adds a barcode, InnerSku.AdditionalBarcode1|Remove removes one.

note

Duplicate barcodes across different SKUs are rejected: "Duplicate barcode already exists for another SKU."

Extended property columns

A column whose name exactly matches an extended property on the chosen template sets that property's value. For inner SKU extended properties, prefix the column name with InnerSku. (e.g. InnerSku.Voltage).

To move a property between SKU-level and item-level ownership, append |IsSkuLevel to the column header in your file and supply True (SKU-level) or False (item-level) as the cell value. For example, a column headed Voltage|IsSkuLevel with cell value True makes the Voltage property SKU-level. The same |IsSkuLevel suffix applies to inner SKU extended properties: InnerSku.Voltage|IsSkuLevel.


Places

Unique fields: TagNumber · PlaceCode · GLN · Name

Required to create: Name

A template is applied via the Template picker tile on the mapping step. The template value is applied on create only and is silently ignored on update.

Supported columns

ColumnSetsValue format / notes
NamePlace nameText
DescriptionPlace descriptionText
PlaceCodePlace codeText
ExternalRefExternal referenceText
TagTypeTag typePassiveRfid, ActiveRfid, Barcode, Bluetooth
TagNumberRFID or barcode tag numberText — leave blank on an update to unlink the tag
ParentPlaceParent placeReference (see Reference columns below)
PriorityGeo-zone priorityInteger
ZoneColourGeo-zone colourText (colour value)
GlnGS1 Global Location NumberText
CurrentItemCountItem countInteger

Any column whose name matches an extended property on the chosen template sets that property's value.

Reference columns

ReferenceResolve by
ParentPlaceName · PlaceCode · GLN · TagNumber

Quirks

note

When no ParentPlace value is supplied, new places are created directly under the organisation's root place.

note

The template chosen via the picker tile is applied on create only. A Template column in your file is stripped from the mapping table regardless of operation.


Persons

Unique fields: Email · TagNumber · Name (matches the combined "GivenName Surname" string)

Required to create: GivenName, Surname

A template is applied via the Template picker tile on the mapping step.

Supported columns

ColumnSetsValue format / notes
GivenNameFirst nameText — required to create
SurnameLast nameText — required to create
TagTypeTag typePassiveRfid, ActiveRfid, Barcode, Bluetooth
TagNumberRFID or barcode tag numberText — leave blank on an update to unlink the tag
EmailEmail addressText
PlaceCurrent placeReference (see Reference columns below)
AssignedPlaceAssigned (target) placeReference (see Reference columns below)
DepartmentDepartmentReference — resolved by name

Any column whose name matches an extended property on the chosen template sets that property's value.

Reference columns

ReferenceResolve by
Place, AssignedPlaceName · PlaceCode · GLN · TagNumber

Collections

Unique fields: Name

Required to create: Name

A template is applied via the Template picker tile on the mapping step. Reference-type extended properties on the chosen template accept Item, Place, Person, or Collection values resolved by the resolve-by field you choose on the mapping step.

Supported columns

ColumnSetsValue format / notes
NameCollection nameText
DescriptionCollection descriptionText
ActiveActive statusTrue / False — see Quirks

Any column whose name matches an extended property on the chosen template sets that property's value.

Quirks

warning

Active is ignored on create — every new collection starts active. Setting Active=False on an update completes the collection by setting its end date. A completed collection cannot be re-opened by upload.

note

The collection's start date is always set to the time of import. There is no column to override it.


Orders

Unique fields: OrderNumber

Required to create: OrderNumber; at least one of Sku or Item; and the place columns required by the order type (see Place requirements below).

How rows are grouped

Each CSV row is one order line. Rows that share the same OrderNumber are assembled into a single order. Header and settings columns (such as OrderType, FromPlace, and ToPlace) are read from each row in the group — keep them consistent across all rows for the same order.

OrderNumber,OrderType,FromPlace,ToPlace,Sku,OrderQty
ORD-001,Transfer,Warehouse A,Service Area,MAK-DRL-18V,5
ORD-001,Transfer,Warehouse A,Service Area,MAK-IMP-18V,3

The two rows above produce one Transfer order containing two line items.

When a row includes both a Sku value and an Item value, Sku takes precedence and Item is ignored for that row.

Header columns

ColumnSetsValue format / notes
OrderNumberOrder numberText — required
ExternalRefExternal referenceText
OrderTypeOrder typeInbound, Outbound, Transfer, Replenishment, Return, Loan
FromPlaceSource placeReference — resolved by Name · PlaceCode · GLN · TagNumber
ToPlaceDestination placeReference — resolved by Name · PlaceCode · GLN · TagNumber
DeliverToDeliver-to recipientText
CommentsFree-text commentsText

Line columns

ColumnSetsValue format / notes
SkuSKU for this lineReference — resolved by SkuNumber · BarcodeNumber · Name
ItemSpecific item for this lineReference — resolved by TagNumber · AssetNumber · Name; overridden by Sku if both present
OrderQtyOrdered quantityWhole number
PickSequencePick sequenceWhole number
PackSequencePack sequenceWhole number

Settings columns

ColumnSetsValue format / notes
EnableOrderFromPlaceConstraintEnable from-place constraintTrue / False
IncludeOrderFromPlaceChildrenInclude child places in constraintTrue / False
OrderReceiptConstraintReceipt constraintStrict, Any
OrderFromPlaceActionAction when from-place constraint failsErrorOut, Ignore
OrderQtyConstraintActionQuantity constraint actionExact, OverOnly, UnderOnly, All
EnableCustomPropertyConstraintEnable custom property constraintTrue / False
AutoReceiptOrderAuto-receipt on completionTrue / False

Place requirements by order type

Order typeFromPlaceToPlace
InboundRequired
OutboundRequired
TransferRequiredRequired
ReplenishmentRequired
ReturnRequired
LoanRequiredRequired

Custom property constraint columns

To set a custom property constraint on an order line, add two columns whose names are based on the extended property name:

  • A column named after the extended property (e.g. Voltage) sets the constraint value for that line.
  • A column named with a .Operator suffix (e.g. Voltage.Operator) sets the comparison operator: EQ, NEQ, LT, LTE, GT, GTE. When omitted, the operator defaults to EQ.

Quirks

warning

Orders cannot be deleted by upload. If you select the Delete operation with Upload Type set to Orders, every row in the file reports "Operation not supported" and no orders are deleted. Use the portal's Orders pages to delete orders individually.

note

De-duplicate your file on OrderNumber before uploading. Rows with the same OrderNumber are grouped into one order — if you intend separate orders, each must have a distinct OrderNumber.


Service Records

Unique fields: ServiceNumber

Required to create: ServiceMaster (resolved by ServiceCode)

Service records use org-wide extended properties rather than a per-record template. There is no Template picker tile on the mapping step for this upload type.

Supported columns

ColumnSetsValue format / notes
ServiceNumberService numberText
NotesNotesText
RequestedQtyRequested quantityInteger
AdjustedQtyAdjusted quantityInteger
ManualQtyManual quantityInteger
CompletedOnCompletion dateDate — setting this value completes the service record at import time
MoveItemsOnCompleteMove items on completionTrue / False
Attribute1Free-text attribute 1Text
Attribute2Free-text attribute 2Text
Attribute3Free-text attribute 3Text
ServiceMasterService masterReference — resolved by ServiceCode — required to create
FromPlaceSource placeReference (see Reference columns below)
ToPlaceDestination placeReference (see Reference columns below)
ReasonReasonReference (see Reference columns below)

Any column whose name matches an org-wide service extended property sets that property's value.

Reference columns

ReferenceResolve by
FromPlace, ToPlaceName · PlaceCode · GLN · TagNumber
ServiceMasterServiceCode
ReasonName
note

A Reason column that you leave as a plain column (no reference mapping) is matched by its reason code instead.

Quirks

note

When updating existing service records, always include a Notes column in your file. Set the cell value to the notes you want the record to carry after the update — even if you do not intend to change the notes, supply the current value to preserve it.

warning

Setting a non-empty CompletedOn value completes the service record at import time. An invalid CompletedOn date fails that row with a format error. An empty cell means the record is not supplied with a completion date and is not completed.

note

Completed or cancelled service records are silently skipped by the Delete operation. No error is reported and the record is not deleted.


Related concepts:

Related guides: