---
title: Data Structure for Importing
slug: data-structure-for-importing
createdAt: 2026-04-23T15:56:28.803Z
---

The data structure documented here shows the standard format in planeus.

:::hint{type="warning"}
# Important note for importing

**Depending on how your import is configured, your actual data structure may differ.** You can always find the exact structure for your system in its Excel template, which you can download during the manual import process.

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/Wji2ebxjXH6lpx4oTFH4o_image.png)
:::

# Importing Articles

The following fields define the standard import structure for articles and its routings (Technologies). **Bold column names are required fields.**

| **Column**               | **Description**                              | **Required**                                       | **Data Type**  | **Note / Validation**                                     |
| ------------------------ | -------------------------------------------- | -------------------------------------------------- | -------------- | --------------------------------------------------------- |
| **ArticleNumber**        | Article number                               | Created automatically if it does not yet exist     | Text           |                                                           |
| **ArticleName**          | Article  name                                | Required if the item number does not already exist | Text           |                                                           |
| ArticleGroupName         | Article group                                | No                                                 | Text           |                                                           |
| AmountUnit               | Unit of Measurement                          | No                                                 | Text           | Created automatically if it does not yet exist            |
| Location                 | Location                                     | No                                                 | Text           |                                                           |
| ParentArticleNumber      | Article number of the parent structure level | No                                                 | Text           |                                                           |
| Amount                   | Quantity                                     | Required together with ParentArticleNumber         | Number         |                                                           |
| TemplateName             | Technology name                              | No                                                 | Text           |                                                           |
| TemplateNumber           | Technology number                            | Required together with Work Step name              | Text           |                                                           |
| TemplateItemNumber       | Work Step number                             | Required together with Work Step name              | Number         | Defines the sequence of Work Steps                        |
| TemplateItemName         | Work Step name                               | No                                                 | Text           | Created automatically if it does not yet exist            |
| LotSize                  | Lot size                                     | No                                                 | Number         |                                                           |
| Duration                 | Duration in seconds                          | Required together with Work Step name              | Number         | Together with SetupTime, the total must be greater than 0 |
| SetupTime                | Setup time in seconds                        | Required together with Work Step name              | Number         |                                                           |
| BufferTime               | Buffer time in seconds                       | No                                                 | Number         |                                                           |
| Overlap                  | Overlap in percent                           | No                                                 | Number         |                                                           |
| TemplateItemDescription  | Work Step description                        | No                                                 | Text           |                                                           |
| ResourceGroupName        | Resource group                               | Required together with Work Step name              | Text           | Created automatically if it does not yet exist            |
| ResourceName             | Resource                                     | No                                                 | Text           | Created automatically if it does not yet exist            |
| TemplateItemParentNumber | Parallel operation                           | No                                                 | Number         | Refers to the leading Work Step number                    |
| Pool                     | Pool                                         | Required together with RequiredPoolCapacity        | Text           |                                                           |
| RequiredPoolCapacity     | Pool capacity usage                          | No                                                 | Decimal number |                                                           |



:::hint{type="warning"}
## Important note for Technologies

The **Work Step name** decides whether planeus should import a Technology together with the item.

If you provide a Work Step name, you also need to fill these fields:

- TemplateItemNumber&#x20;
- Duration&#x20;
- SetupTime&#x20;
- ResourceGroupName&#x20;

These fields stay optional:

- Overlap&#x20;
- TemplateItemDescription&#x20;
- ResourceName&#x20;

Pass Duration, SetupTime, and BufferTime in **seconds**.
:::

### What planeus detects automatically for item imports

planeus automatically detects:

- new and changed items&#x20;
- new, changed, and deleted Technologies&#x20;
- new, changed, and deleted Work Steps

# Importing Order Items (Production Orders)

planeus automatically detects:

- new and changed projects&#x20;
- new and changed Order items&#x20;
- new customers&#x20;

planeus reschedules Order items when any of these values change:

- item&#x20;
- item quantity&#x20;
- scheduling direction&#x20;
- delivery date

**Bold column names are required fields.**

| **Column**            | **Description**               | **Required**                               | **Data Type**  | **Notes / Validation**                                           |
| --------------------- | ----------------------------- | ------------------------------------------ | -------------- | ---------------------------------------------------------------- |
| **ProjectNumber**     | Project number                | Required if ProjectName is not provided    | Text           |                                                                  |
| **ProjectPosition**   | Order Item number             | Yes                                        | Number         |                                                                  |
| ProjectName           | Project name                  | Required if ProjectNumber is not provided  | Text           |                                                                  |
| CustomerNumber        | Customer number               | Required if CustomerName is not provided   | Text           | Created automatically if it does not yet exist                   |
| CustomerName          | Customer name                 | Required if CustomerNumber is not provided | Text           | Created automatically if it does not yet exist                   |
| **ArticleNumber**     | Item number                   | Yes                                        | Text           |                                                                  |
| ArticleName           | Item name                     | No                                         | Text           |                                                                  |
| ArticleAmount         | Item quantity                 | Yes                                        | Decimal number | Must be greater than 0                                           |
| **ArticleAmountUnit** | Unit of Measurement           | Yes                                        | Text           | Created automatically if it does not yet exist                   |
| **DeliveryDate**      | Delivery date                 | Yes                                        | Date           | Also called TerminationDate; start point for backward scheduling |
| HandOverDate          | Handover date                 | No                                         | Date           | Start point for forward scheduling                               |
| **Termination**       | Forward / Backward scheduling | No                                         | Text           |                                                                  |
| OrderDate             | Order date                    | No                                         | Date           |                                                                  |
| Confirmed             | Confirmed                     | No                                         | Text           | Allowed values: yes / no                                         |
| OrderResponsible      | Responsible person            | No                                         | Text           | First name and last name in any order, separated by spaces       |
| Comment               | Comment                       | No                                         | Text           |                                                                  |

# Importing Customer Data

The following fields define the standard import structure for customer Master Data. **Bold column names are required fields.**

| **Column**             | **Description**                            | **Required** | **Data type** |
| ---------------------- | ------------------------------------------ | ------------ | ------------- |
| **customername**       | Customer name                              | Yes          | Text          |
| **customernumber**     | Customer number                            | Yes          | Text          |
| street                 | Delivery address street                    | No           | Text          |
| zipcode                | Delivery address postal code               | No           | Text          |
| city                   | Delivery address city                      | No           | Text          |
| country                | Delivery address country                   | No           | Text          |
| email                  | Delivery address email address             | No           | Text          |
| phonenumber            | Delivery address phone number              | No           | Text          |
| contactpersonfirstname | Delivery address contact person first name | No           | Text          |
| contactpersonlastname  | Delivery address contact person last name  | No           | Text          |

# Importing Material Data

**Bold column names are required fields.**

| **Column**              | **Description**      | **Required** | **Data type** |
| ----------------------- | -------------------- | ------------ | ------------- |
| **materialnumber**      | Material number      | **Yes**      | **Text**      |
| **materialdescription** | Material description | Yes          | Text          |
| amountunit              | Unit of Measurement  | Yes          | Text          |

