CSV Requirements for Customer Onboarding

CSV Requirements for Customer Onboarding

When migrating data from a previous system to Traceit.live, you will need to provide data files in CSV format. The following fields and information are mandatory please ensure all required data is included in the CSV files for a smooth and efficient onboarding process.

1. Warehouse Creation

This dataset includes details of warehouse locations where inventory is stored and managed.

Mandatory Fields:
  • Traceit.live Location Code – Unique code for each location
  • Traceit.live Location Name – Name of the warehouse/facility
  • Asset Location Code – Internal code used for identification of Asset Locations
  • HR Code – Code corresponding to the warehouse in HR systems
  • GRN Facility – Facility associated with Goods Receipt Notes (GRN)
  • GRN Delivery Location – Specific location for deliveries

2. Contact Details

This dataset contains the key personnel managing inventory in different warehouse locations.

Mandatory Fields:
  • Warehouse Full Name – Name of the warehouse
  • Plant Code – Code assigned to each plant
  • Factory Users – Roles of the users (e.g., Spare Recorder, IT Officer, Factory Engineer)
  • Name – Full name of the user
  • Email – Contact email
  • EPF No/Employee No – Employee identifier

3. Line Data

This dataset maps production lines with their respective plants.
Mandatory Fields:
  • Line – Production line identifier
  • Plant Name – Name of the plant where the line operates

4. HR Data

This dataset consists of employee information for managing workforce-related tracking.

Mandatory Fields:
  • Employee Number – Unique identifier for employees
  • EPF Number – Employee Provident Fund (EPF) number
  • Barcode No – Employee barcode for traceability
  • Employee Name with Initials – Full name of the employee
  • Location – Plant/factory location
  • Department/Division – Assigned department within the company

5. Inventory Upload

This dataset is used for tracking stock levels, reorders, and bin allocations.

Mandatory Fields:
  • SKU – Stock Keeping Unit (Unique identifier for inventory items)
  • Qty – Quantity of stock available
  • Price (USD Unit Price) – Unit price in USD
  • Warehouse – Warehouse where the stock is located
  • Reorder Level – Threshold at which stock needs replenishment
  • Bin Location – Specific storage location within the warehouse

6. Asset Data

This dataset contains records of physical assets tracked within Traceit.live.

Mandatory Fields:
  • Asset ID – Unique identifier for each asset
  • Asset Name – Name/description of the asset
  • Serial Number – Unique serial number assigned to the asset
  • Barcode – Barcode for tracking the asset
  • Description – Additional details about the asset
  • Department – Department that owns or manages the asset
  • Purchase Date – Date of acquisition
  • Purchase Price – Cost of purchase
  • Depreciation Value – Depreciated amount
  • Depreciation Rate % – Percentage depreciation rate

Final Steps

  • Ensure all CSV files contain the required fields.
  • Validate data before uploading to prevent discrepancies.
  • Follow the onboarding steps in sequence for a smooth transition.

For additional assistance, reach out to the Traceit.live Support Team

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