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 exampleAFS_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 columnPRICE_FORMATand the valuede,12,50and1.234,50are 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
- Open Settings → Import (Einstellungen → Import).
- Click Add (Hinzufügen) and select the file.
- Wait until the entry in the list is green.
- 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
12,50is in the file and the columnPRICE_FORMATwithdeis 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 |