Import data - Bold Factory

Use Import data to make bulk changes from a CSV or Excel file. Each import combines an object with an action, such as creating families, updating items, adding order lines or cancelling MOs.

What you can import

Area	Example actions
Catalog	Create or delete families and items, merge items, add or delete values, create properties and manage item suppliers.
Planning	Create, edit or delete customers, suppliers, sales orders and purchase orders.
Manufacturing	Create or edit areas, workstations and operation types; create recipes, versions, operations, materials, steps and inspections, or cancel MOs and requests.
Warehouse	Create or edit locations; create receipts and shipments, add or delete lines, receive, ship, reverse and import stock counts.
Operational data	Create or edit employees and maintenance assets; update planning, lot management and relationships according to the available template.

Before importing data

Before uploading a file, check these rules:

Accepted formats: files with the .xlsx or .csv extension are allowed.
In Excel: Bold reads only the first sheet and takes column names from the first row.
In CSV: the first row must contain column names.
Required fields: the screen indicates which Bold fields you must map to the file columns.
Actions with impact: cancelling, deleting or merging data can affect stock, orders, traceability and manufacturing history. Limit these imports to authorized staff.

Available actions by entity

The screen organizes templates by entity and action. Always review the specific template because each action has different required columns.

Entity	Common actions
Family	Create or delete.
Item	Create, delete, merge, add values, delete values, update planning and update lot management.
Customer and supplier	Create, edit or delete.
Recipe	Create a recipe, add a version, add an operation, add a raw material or semi-finished item, add a step and add an inspection.
Receipt	Create, add lines, delete lines, receive or reverse.
Shipment	Create, add lines, delete lines, ship or reverse.
Stock count	Add count entries.
Sales order	Create, delete, add lines, edit lines or cancel lines.
Purchase order	Create, delete, add lines, edit lines or cancel lines.
Manufacturing order	Cancel orders.
Manufacturing request	Cancel requests.

Imports can create, modify, cancel, merge or delete data. Always review the template and test with a few records before running bulk uploads.

Import data from CSV or Excel

Path: Control panel > Import data

Select the object and action

In Data to import, choose the information you will change. For example, select Item to work with raw materials, semi-finished items or finished products.In Action to perform, choose the change. For example, Edit lets you update names, descriptions or lead times of existing records using their code.

Upload your file

Click Select file and choose the CSV or Excel file. Bold shows the number of detected rows and columns.

Map the columns

Map each field required by Bold to the corresponding file column.

Review and confirm

Once you have mapped the required fields, click the review button to process the upload.

Recommendations by risk

Action	Risk	Recommendation
Create master data	Medium	Review duplicates, codes and units.
Update planning or lots	High	Check the impact on projected stock and traceability.
Cancel sales, purchase or manufacturing orders	High	Review statuses and work already performed.
Merge items	High	Only allow users who understand the catalog, stock and planning to do it.
Delete records	High	Confirm dependencies before importing.

Common problems

Problem	What to review
A row is rejected	Check required columns, date formats, codes and references.
Duplicates are created	Normalize codes and references before importing.
The result affects other modules	Imports can update projections used by planning, warehouse or manufacturing.
The Excel/CSV file looks wrong	Check the separator, encoding and template headers.

​What you can import

​Before importing data

​Available actions by entity

​Import data from CSV or Excel

​Recommendations by risk

​Common problems

​Related

What you can import

Before importing data

Available actions by entity

Import data from CSV or Excel

Recommendations by risk

Common problems

Related