As well as creating records using our import data tool, you can also amend existing records by re-importing exported data.
This capability is especially useful for making bulk updates to data, such as VAT or Tax Class adjustments for products.
Get started
Head to System Setup > Export Data and grab a copy of the type of data that you’d like to update.
Open your CSV file and make changes. We recommend using Google Sheets, follow our other tips on importing data here: General pointers for importing data
Alternatively, you can use Microsoft Excel to edit your CSV file as recommended in our tips.
Once your edits are complete, save the file in CSV format. Then, go back to System Setup > Import Data, upload the updated CSV file, and follow any prompted instructions to finalize your import.
Leave the ID column intact
The “ID” is Current RMS’s internal reference for a record. Leave the ID intact to tell Current RMS to update this record.
If the ID is changed, Current may update a different record.
If the ID is blank, Current may try to create a new record.
Remove unchanged columns
If you’re not changing particular fields, we always recommend deleting those columns from the exported template. This will ensure that you don’t inadvertently change information that you didn’t mean to.
Adding new columns to the template is also acceptable, though any irrelevant columns won’t be processed by the system.
Data you can’t change
Some data can’t be changed by re-importing, for example:
Stock method and sale bulk quantity on a product import
Store, stock method, and product on a stock level import
Use a custom view
“ID” is available as an attribute when creating a custom views for contacts, organizations, venues, vehicles, and products. This means you can create a custom view, then export that to CSV and make changes.
Import this in System Setup > Import Data when you’re done.
Not familiar with custom views? Check out our guide: Custom views
Managing Product Data with CSV Export and Import in Current RMS
Current RMS allows you to efficiently manage your product data through the CSV export and import functionality. This guide provides step-by-step instructions on exporting product data, making changes (including VAT and Tax Class adjustments), and re-importing the data back into the system while ensuring data integrity.
Making Adjustments to VAT and Other Fields
When adjusting VAT or other product details:
Open the exported CSV file in a spreadsheet editor (e.g., Excel or Google Sheets).
Look for the relevant columns, such as Tax Class and Purchase Tax Class, if applicable.
These fields link your products to a Tax Class and are vital for updating VAT properly.
Update the values as needed and save the spreadsheet as a CSV file format.
Additional Notes
Always validate your CSV file for formatting errors before importing.
Ensure the Tax Class and VAT details match the requirements of your organizational or regional setup.