Setup with data import

In a new installation, products, business partners, BOMs, prices and opening stock are not entered one by one on screens; they are loaded from Excel workbooks through Veri Aktarımı (Data Import). Because the workbooks are linked to each other by code, the order matters: a BOM needs its products, a routing needs its work centers, and the opening stock needs its warehouses. Every workbook is loaded in the same two steps: first Kontrol Et (Validate — writes nothing), then, if there are no errors, Aktar (Import).

Framework and rules: Data import.

Scenario

A fictitious industrial company (CoreX Demo Endüstri ve Ticaret A.Ş.) — it manufactures electrical panels, office furniture, stainless steel tanks, conveyors and chemicals, and sells to different sectors. The setup package consists of eleven workbooks: 141 purchased and manufactured products, 62 business partners, 13 work centers, 19 BOMs and routings, three price lists, 159 supplier prices, four warehouses, and an opening stock dated 01.10.2026 with a total value of 1,960,810 TL. The result counts below are the Kontrol Et (Validate) results of this package on an empty installation.

Empty installation ─► Master data seed ─► Company information ─► Users
   │
   ├─► 01-02 Products ─────────────┬─► 04 Bills of materials
   ├─► 03 Work centers ────────────┴─► 05 Routings
   ├─► 06 Business partners ─► 07 Ship-to addresses and contacts
   │                        ├─► 08 Price lists          (product + business partner)
   │                        └─► 09 Supplier prices      (product + supplier)
   └─► 10 Warehouses and storage locations ─► 11 Opening stock (product + warehouse)
                                                           └─► Checks (stock value, price, BOM)

1. Prepare the installation

Step	Screen	What to do	Expected
Master data seed	Server (setup tool)	Once, on first installation: base units, main warehouse and plant, calendar.	The units (ADET, KG, M, M2, LITRE, PAKET, KUTU, SAAT …) and the MERKEZ warehouse are in the list.
Company information	Yönetim › Şirket Bilgileri (Administration › Company Information)	Legal name, tax ID (VKN), tax office, address.	The company name appears in the document letterhead.
Users and roles	Yönetim › Kullanıcı ve Roller › Kullanıcılar (Administration › Users and Roles › Users) or Users and Roles import	The people who will perform the import and the daily work, with their roles.	Each person sees the menu of their own role.

When migrating from an existing installation, the Kullanıcılar ve Roller (Users and Roles) workbook is loaded first: the people who will load the other workbooks come with it.

2. Load the workbooks in order

For each row: open the screen → Dosya Seç (Choose File) → Kontrol Et (Validate) → read the result → if Hatalı 0 (Errors 0), click Aktar (Import).

Order	Workbook	Screen	Content	Validate (empty installation)
B1	01-urun-aktarimi.xlsx	Ana Veriler › Ürünler › Ürün Aktarımı (Master Data › Products › Product Import)	Characteristics, categories, manufacturers, 98 purchased materials, unit conversions, alternatives, classification	363 rows, Hatalı 0
B2	02-uretilen-ve-satilan-urunler.xlsx	Ürün Aktarımı (Product Import)	Finished products, semi-finished products, trading goods, spare parts, services; configuration, size variants, barcodes	172 rows, Hatalı 0
B3	03-is-merkezleri.xlsx	Veri Aktarımı › İş Merkezleri (Data Import › Work Centers)	13 work centers	13 rows, Hatalı 0
B4	04-urun-agaclari.xlsx	Veri Aktarımı › Ürün Ağaçları (Data Import › Bills of Materials)	19 BOMs, released; line conditions for configurable products	251 rows, Hatalı 0
B5	05-rotalar.xlsx	Veri Aktarımı › Rotalar (Data Import › Routings)	19 routings (2 master recipes), selection conditions on operations	92 rows, Hatalı 0
B6	06-cari-hesaplar.xlsx	Ana Veriler › İş Ortakları › İş Ortağı Aktarımı (Master Data › Business Partners › Business Partner Import)	43 customers, 20 suppliers (one is both), 2 sole proprietorships, 4 foreign customers	62 rows, Hatalı 0
B7	07-sevk-adresleri-ve-kisiler.xlsx	Veri Aktarımı › Sevk Adresleri ve İlgili Kişiler (Data Import › Ship-to Addresses and Contacts)	12 ship-to addresses, 96 contacts	108 rows, Hatalı 0
B8	08-fiyat-listesi-aktarimi.xlsx	Veri Aktarımı › Fiyat Listesi Aktarımı (Data Import › Price List Import)	STANDART, BAYI (Standard × 0.85), IHRACAT (EUR); scales, periods, characteristic surcharges, special prices, group discounts	109 rows, Hatalı 0
B9	09-tedarikci-fiyatlari.xlsx	Veri Aktarımı › Tedarikçi Fiyatları (Data Import › Supplier Prices)	Main and alternative suppliers, lead time, minimum order; one blocked record	159 rows, Hatalı 0
B10	10-depolar-ve-lokasyonlar.xlsx	Veri Aktarımı › Depolar ve Lokasyonlar (Data Import › Warehouses and Storage Locations)	HAMMADDE, KIMYA, MAMUL warehouses and their bins	14 rows, Hatalı 0
B11	11-stok-acilisi.xlsx	Veri Aktarımı › Stok Açılışı (Data Import › Opening Stock)	Opening as of 01.10.2026; batch-managed chemicals (with expiry dates), serial-numbered products	136 rows, Hatalı 0

Data Import — objects in load order

1. 1Load order
2. 2Click an object to open its import screen
3. 3Import/export or export only

Loading a workbook (example: warehouses)

Yönetim › Araçlar › Veri Aktarımı › Depolar ve Lokasyonlar (Administration › Tools › Data Import › Warehouses and Storage Locations) › İçe Aktar (Import) › Dosya Seç (Choose File) (10-depolar-ve-lokasyonlar.xlsx) › Kontrol Et (Validate). Result counters and a per-sheet summary appear; on an empty installation all rows are Açılacak (To Be Created). If the same workbook has been loaded before, all rows return Değişmiyor (Unchanged) — workbooks can be run again, and a record is never created twice.

Import screen — file, validate, import

1. 1Three tabs
2. 21 · File (.xlsx)
3. 32 · Validate — changes nothing
4. 43 · Import — only after a clean validation
5. 5Result counters

If Hatalı 0 (Errors 0), click Aktar (Import). The job runs on the server; you can leave the screen. When it finishes, the Veri aktarımı tamamlandı (Data import completed) notification arrives and the result is "Aktarım tamamlandı: N kayıt açıldı, N kayıt güncellendi, N kayıt değişmedi" (Import completed: N records created, N records updated, N records unchanged).

If there are rows with errors

The validation result lists the rows with errors with Sayfa (Sheet), Satır (Row), Kod (Code) and Açıklama (Description). Example: when an unrecognized warehouse type, a bin for a non-existent warehouse and a negative weight capacity are written in the warehouse workbook:

Validation result — failed rows and messages

1. 1Failed row count
2. 2Import skipping failed rows
3. 3Create · Update · Unchanged · Failed
4. 4Error message — with row and code

Correct the file and run Kontrol Et (Validate) again. To correct the rows with errors later, Hatalıları Atlayarak Aktar (Import, Skipping Errors) is also possible (not in Business Partner Import — there it is all or nothing). Details: Read the validation result.

3. Verify the installation

Check	Screen	Expected (demo package)
Stock value	Stok Yönetimi › Analitik › Stok Değerleme Raporu (Inventory › Analytics › Stock Valuation Report)	HAMMADDE 1,082,150 TL · KIMYA 187,270 TL · MAMUL 270,550 TL · MERKEZ 420,840 TL — total 1,960,810 TL, unvalued quantity 0
Price	Satış › Teklif Yönetimi › Satış Teklifi Oluştur (Sales › Quotation Management › Create Sales Quotation)	For M-0016, MAM-0003 Ofis Çalışma Masası (office desk; 160 cm, Ceviz (Walnut), Kablo kanalı (Cable duct) Var (Yes)): unit price 13,350 TL
Bill of materials	Üretim › Ana Veriler › Ürün Ağaçları (Production › Master Data › Bills of Materials)	19 BOMs released.
Approval (optional)	Yönetim › Onay Süreci › Onay Şablonları (Administration › Approval Process › Approval Templates)	Purchase order over 50,000 TL → Satın Alma Müdürü (Purchasing Manager); sales quotation with a discount over 10% → Satış Müdürü (Sales Manager). If there is no template, documents proceed without approval.

Then the screens in Settings and workflow: e-mail server, alerts and notification rules, e-Document (Test environment).

FAQ / Troubleshooting

Situation	Cause and solution
"'…' ürünü bulunamadı." / "'…' iş ortağı bulunamadı." (Product '…' not found. / Business partner '…' not found.)	The workbook order was skipped. Import the linked object first, then validate this workbook again.
"Bu referansla açılış zaten yazılmış (…) — stok ikinci kez girmez." (An opening has already been posted with this reference (…) — stock is not entered a second time.)	The opening stock was imported before. The opening is a document, not an update; the same reference is not posted twice.
The leading zero of a code was dropped, or a tax ID turned into a scientific number	The cell is formatted as a number in Excel. The template and Export write text; set a manually added column to the Metin (Text) format.
"Aktarma yetkiniz yok — kontrol edip dosyayı yetkili kişiye iletebilirsiniz." (You do not have permission to import — you can validate it and pass the file to an authorized person.)	You do not have the object's import permission. Validation is still possible.
Loading on top of an old installation	If the codes match, the records are updated; if the coding has changed, the same goods are created a second time. If the coding has changed, load the package into an empty installation.
Data coming in CSV	Not accepted. Save the file as Excel Çalışma Kitabı (.xlsx) (Excel Workbook).

Step-by-step tasks

Download the templateEmpty template or existing records.Validate a workbookValidation without saving.Read the validation resultRows with errors and correction.Import a workbookWriting after an error-free validation.