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Products (simple)

You create membership-fee products with a few details, or update them via the same product number.

Format
CSV (semicolon or comma), UTF-8
Access rights
Administrator, write access to products
Example files
AFS_PRODUCT_beispiel_technisch.csv (technical column names)
AFS_PRODUCT_beispiel_anwender.csv (German column names)

In short: A table with product number, name and price is enough. Identical numbers update existing products, new numbers create products.

What you need this for

To start your fees in vynst, you often do not need all the settings of a product. This file takes over the most important details. For all settings, there is the import Products (full).

Before you start

  • Rights: You need the role Administrator with write access for products.
  • Optionally imported beforehand: Sections, if you include the section ID. Offers and rooms, if you want to link them. Accounts, if you include an account number.
  • Backup: The import cannot be undone at the click of a button. Before you start, export the products under Settings → Export (Einstellungen → Export).

Prepare the file

  • File name: Must contain AFS_PRODUCT_ and .csv, for example AFS_PRODUCT_beitraege.csv.
  • Header row: Product number, name and price must be present. None of these columns may be the last column.
  • Separator: Semicolon or comma. Use the same character throughout the file.
  • Prices: The default decimal separator is the point, so 12.50. With the column PRICE_FORMAT and the value de, 12,50 and 1.234,50 are also allowed.
  • Date: This import does not need a date.

Columns

Column Required Content Example
Produkt-ID (PRODUCT_IDENTIFIER) yes Your number for the product. Also accepted: Produkt ID, Produkt. ERW
Produktname (PRODUCT_NAME) yes Name that appears on invoices. Also accepted: Produkt Name. Erwachsene
Preis (PRICE) needed for recognition Fixed price. An empty cell leaves the price of an existing product unchanged. Also accepted: Preis in €, FIXED_PRICE. 12.00
Bruttopreis (PRICE_BRUTTO) or Nettopreis (PRICE_NETTO) alternative to the price One of these columns sets the price and the price type. Also accepted: Preis (brutto), Bruttopreis, Preis (netto), Nettopreis.
Preisart (PRICE_TYPE, Preisart) no Brutto or Netto, applies to the price column. Also accepted: priceType. Brutto
PRICE_FORMAT no de if prices are written with commas. The default is en. Also accepted: NUMBER_FORMAT. en
Einkaufspreis (BUYING_PRICE) no Purchase price. Also accepted: Einkaufs-Preis, Einkaufspreis in €. 6.50
Abrechnungsart (BILLING_TYPE) no subscription for recurring fees, fixed for one-off amounts. Also accepted: billingType. subscription
Abrechnungsintervall (RECURRENCE) no 1 month, 3 month, 6 month or 1 year. Also recognised: monatlich (monthly), quartalsweise (quarterly), halbjährlich (half-yearly) and jährlich (yearly). Also accepted: Abrechnungszeitraum. 1 month
RECURRENCE_MERGE_MODE no Selection if several intervals are given. The default is MIN. MIN
Sparten-ID (UNIFIED_CATEGORY_IDENTIFIER) no Section from the sections import. Separate several sections with |~|. Also accepted: Sparte, Kategorie-ID. FB
COMPANY_IDENTIFIER no Account through which the product runs K-1001
IMPORT_IDENTIFIER_PREFIX no Prefix for the internal ID of the product. The default is AFS_CSV_. AFS_CSV_
Interne Beschreibung (INTERNAL_DESCRIPTION) no Description for you only. Also accepted: Interne-Beschreibung. Standardbeitrag Erwachsene
Externe Beschreibung (EXTERNAL_DESCRIPTION) no Description for members. If it is empty, the product name is used. Also accepted: Beschreibung. Monatsbeitrag für Erwachsene
ACCESS_TAG_IDENTIFIERS no Access tags, separate several with |~|. An empty cell removes all access tags.
CONDITION_ACCESS_TAG_IDENTIFIER no Access tag as a condition
CONDITION_FREE_LOGIC no Condition for fee-free status. Empty removes it.
BASE_EVENT_IDENTIFIER no Offer to which the product belongs. Offers are imported later, so this column is empty here.
BASE_BOOKABLE_IDENTIFIER no Room to which the product belongs. Rooms are imported later, so this column is empty here.

Example

PRODUCT_IDENTIFIER;PRODUCT_NAME;PRICE;PRICE_TYPE;PRICE_FORMAT;BUYING_PRICE;BILLING_TYPE;RECURRENCE;RECURRENCE_MERGE_MODE;UNIFIED_CATEGORY_IDENTIFIER;COMPANY_IDENTIFIER;IMPORT_IDENTIFIER_PREFIX;INTERNAL_DESCRIPTION;EXTERNAL_DESCRIPTION;ACCESS_TAG_IDENTIFIERS;CONDITION_ACCESS_TAG_IDENTIFIER;CONDITION_FREE_LOGIC;BASE_EVENT_IDENTIFIER;BASE_BOOKABLE_IDENTIFIER
ERW;Erwachsene;12.00;Brutto;en;6.50;subscription;1 month;MIN;FB;K-1001;AFS_CSV_;Standardbeitrag Erwachsene;Monatsbeitrag für Erwachsene;;;;;
JUG;Jugend;8.00;Brutto;en;4.00;subscription;1 month;MIN;FB-JUG;K-1003;AFS_CSV_;Beitrag Jugend bis 17 Jahre;Monatsbeitrag für Jugendliche;;;;;
FAM;Familie;25.00;Brutto;en;12.50;subscription;1 month;MIN;;;AFS_CSV_;Familienbeitrag;Monatsbeitrag für Familien;;;;;

Example files: AFS_PRODUCT_beispiel_technisch.csv with the technical column names, AFS_PRODUCT_beispiel_anwender.csv with the German column names.

How to proceed

  1. Open Settings → Import (Einstellungen → Import).
  2. Click Add (Hinzufügen) and select the file.
  3. Wait until the entry in the list is green.
  4. Read the log. Every row with Error: was not taken over.

Good to know

  • Repeated import: A known product number updates the product. A new number creates a new product.
  • Sections: If the section column is present in the file, vynst replaces the sections of the product. An empty cell removes all sections.
  • Empty cells in name and product number lead to a skipped row. For other fields, the previous value of an existing product is kept.
  • Comma in the price without PRICE_FORMAT: If 12,50 is in the file and the column PRICE_FORMAT with de is missing, vynst reads only the part before the comma.

When something does not work

Message in the log Meaning What to do
Error: skipped missing identifier or name Product number or name is missing. The row appears below as LINE-DATA. Fill in both details
Error: skipped empty line Empty row Nothing to do, or delete the row
Read: 3 rows This many rows were read Nothing to do
Error: less then one line The file contains no data row Check the file
FAILED: No matching processor found. File name or header row does not match any import Check AFS_PRODUCT_ in the file name and the column names
FAILED: User missing rights to import. You lack the right for products Ask an administrator

See also