Import your data into Krak Stack

Q: Can I import my ongoing leases and trades?

There is no deal import. Create them in Leasing and Trading once the fleet is imported.

You can bring in your existing data without typing it all again. Three imports exist: your containers, your companies (customers, suppliers, depots) and your bank statements.

Import your data into Krak Stack: Krak Stack screen (demo data) — Figure 1. Imported containers appear in the stock with their status and depot. Demo company, fictitious data.

Steps

Start with companies: Companies menu, Import / Export button, then the import action. A sample CSV file can be downloaded from the import window. Import your depots too, since your containers are linked to them.
Then import your fleet: Containers menu, Import / Export > Import. The wizard has four steps: Upload, Mapping, Validation, Result.
Check the column mapping: the wizard detects most columns and shows a preview of the first 5 interpreted rows.
Fix the issues at the Validation step, or skip the rows concerned, then import the valid rows.
Bank statements: if your bank is not connected, import its CSV statement from Finance > Bank reconciliation.

Good to know

Files must be in CSV format. From Excel: File > Save as > CSV.
The companies import accepts up to 5,000 rows per file. You get a notification when it ends.
The containers import saves nothing before validation. A row with an issue is flagged, never imported silently.
A container is imported in a depot. Deal-related statuses (release, lease, return) come from the deals you create afterwards.
A bank statement needs at least a date, an amount and a currency. Comma and semicolon separators are accepted, as are amounts written 1 234,56 or 1,234.56.
Imports require the matching rights. By default, importing companies is a sensitive right.

Frequently asked questions

In which order should I import?

Companies and depots first, then containers, then deals. Bank statements come when you start matching payments.

Can I import an Excel file directly?

No. Save your spreadsheet as CSV first.

What happens if a container already exists?

The wizard recognises it by its reference. If the container is engaged in a deal, only its physical attributes are updated.

Can I import my ongoing leases and trades?

There is no deal import. Create them in Leasing and Trading once the fleet is imported.

My import is long. Must I stay on the page?

Companies imports run in the background: a notification tells you when they end.

I do not have the import button.

Your role does not include this right. Ask your administrator.