Bulk Upload Master Data

Bulk uploading allows you to efficiently add large sets of master data, such as locations, assets, unit of measurement, and global response set using an Excel template. Instead of manually entering data one by one, you can fill out the provided template and upload it in a few simple steps.

This process ensures accuracy, consistency, and faster data entry, making it easier to manage large datasets across the system. By following the bulk upload process, you can quickly set up and update master data, streamlining operations and reducing manual effort.
Note:
The name of the excel sheet must be Bulk Upload - Name Template.xlsx.

Location Master Data

To bulk upload locations:

  1. Expand the Master Configuration module on the left side pane and click Locations.
  2. Click the More icon next to the Create New button and click Download Template.

    An excel sheet that contains sample location information is downloaded.

  3. Open the excel sheet and delete sample data.
  4. Add location data in the sheet.
  5. Click Create New and select Upload Excel.
  6. Select a file from the folder and click Open to upload the excel sheet.
    The file is uploaded successfully. You can open it and update the details as required.

Asset Master Data

The asset template file is named Bulk Upload - Asset Template.xlsx.

To bulk upload assets:

  1. Expand the Master Configuration module on the left side pane and click Assets.
  2. Click the More icon next to the Create New button and click Download Template.

    An excel sheet that contains sample asset information is downloaded.

  3. Open the excel sheet and delete sample data.
  4. Add asset data in the sheet.
  5. Click Create New and select Upload Excel.
  6. Select a file from the folder and click Open to upload the excel sheet.
    The file is uploaded successfully. You can open it and update the details as required.

UOM Master Data

The UOM template file is named Bulk Upload - UOM Template.xlsx. Each row holds a unit of measurement, its unit of measurement type, and its symbol.

To bulk upload unit of measurement:

  1. Expand the Master Configuration module on the left side pane and click Unit of Measurement.
  2. Click the More icon next to the Create New button and click Download Template.

    An excel sheet that contains sample UOM information is downloaded.

  3. Open the excel sheet and delete sample data.
  4. Add UOM data in the sheet.
  5. Click Create New and select Upload Excel.
  6. Select a file from the folder and click Open to upload the excel sheet.
    The file is uploaded successfully. You can open it and update the details as required.

Global Response Set Master Data

The global response set template file is named Bulk Upload - Global Response Set Template.xlsx.

To bulk upload global response set master data:

  1. Expand the Master Configuration module on the left side pane and click Global Response Set.
  2. Click the More icon next to the Create New button and click Download Template.

    An excel sheet that contains sample global response set information is downloaded.

  3. Open the excel sheet and delete sample data.
  4. Add global response set data in the sheet.
  5. Click Create New and select Upload Excel.
  6. Select a file from the folder and click Open to upload the excel sheet.
    The file is uploaded successfully. You can open it and update the details as required.