Upload spreadsheets

Transparent Supply spreadsheet templates, and completed examples, are provided for download and editing. You can complete a spreadsheet for each event type, data type, and transaction document type that you want to upload. You can download templates and upload your completed files by using the Transparent Supply UI Onboarding module.

GDPR notice

Note: To comply with EU General Data Protection Regulation GDPR data privacy requirements, you must ensure that no personal data is uploaded to Transparent Supply in any free-form text fields or in any comments.

Spreadsheet bulk upload

Use the following procedure to upload spreadsheets through either the UI Onboarding module or the Data component :

  1. Access Spreadsheet bulk upload by selecting the Data module:
  2. Select Spreadsheet bulk upload from the side menu:
    Figure 2. Spreadsheet bulk upload
  3. Download the spreadsheet templates that you want to use, for products (Master data), facilities (Master data), Purchase Orders, Receive Advice, Despatch Advice, Aggregation Events, Disaggregation Events, Commission Events, Decommission Events, Observation Events, and Payloads:

Spreadsheet fields

The Microsoft® Excel spreadsheet files (.xlsx workbook files) provided in the following sections include field-by-field details for each spreadsheet. They include detailed field descriptions, required formats, examples, and requirements.

Many of the worksheets contain a Level column, which represents groupings. Level 1 represents a new event or transaction. Anything greater than Level 1 represents an array. For example, the Aggregation description workbook contains both Level 1 and Level 2 groupings. To populate an Aggregation template workbook with one aggregation event, and three trade items, for example:

  1. First, populate all required Level 1 cells in the first workbook row. The first trade item description, quantity, and quantity UoM cells (all Level 2) will be populated in the first workbook row.
  2. To populate the second trade item, create a new row, do NOT populate the Level 1 cells, and populate the Level 2 trade item description, quantity, and quantity UoM (unit of measure) cells.
  3. Then create another row and populate the Level 2 cells for the third trade item. Adding a new row and populating the required Level 1 cells creates a new aggregation event.

Sample spreadsheets are linked in the following sections. Each sample explains the requirements referenced on the Spreadsheet templates page. Note that you should complete the products and facilities spreadsheets first, because that data is referenced by other data types.

Products spreadsheet fields

The Products spreadsheet consists of two worksheets—Entitlement mode and Products:

  1. Choose the Entitlement mode: None, Linked, Restricted, Private
  2. Next complete the product detail information (use the Excel workbooks linked in the following sections for reference on the fields)

Facilities spreadsheet fields

The Facilities spreadsheet consists of two worksheets—Entitlement mode and Facilities:

  1. Choose the entitlement mode: None, Linked, Restricted, or Private
  2. Next complete the facility detail information (use the Excel workbooks linked in the following sections for reference on the fields)

Aggregation Events spreadsheet fields

The Aggregation Events spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Aggregation Events:

Commission Events spreadsheet fields

The Commission Events spreadsheet consists of five worksheets—Entitlement mode, Products, Facilities, Commission Events, and ILMDs:

Decommission Events spreadsheet fields

The Decommission Events spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities and Decommissions. The first sheet is Entitlement mode. This is indicated by the drop-down box.

Disaggregation Events spreadsheet fields

The Disaggregation Events spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Disaggregation Events:

Observation Event spreadsheet fields

The Observation Event Spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Observations:

Transformation Events spreadsheet fields

The Transformation Event spreadsheet consists of five worksheets—Entitlement mode, Products, Facilities, Transformation Events, and ILMDs:

Payloads Spreadsheet Fields

The Payloads Spreadsheet consists of three worksheets—Entitlement Mode, Products, and Payloads:

Purchase Orders spreadsheet fields

The Purchase Orders spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Purchase Orders:

Despatch Advice spreadsheet fields

The Despatch Advice spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Despatch Advice:

Receive Advice spreadsheet fields

The Receive Advice spreadsheet consists of four worksheets—Entitlement mode, Products, Facilities, and Receiving Advice:

Interested parties spreadsheet fields

The Interested parties feature allows organizations to grant another organization access to their data about specific products, facilities, or EPCs. The Interested parties spreadsheet consists of six worksheets - Products, Facilities, Products Grant, Locations Grant, Instances Grant, and Upload Properties.

Entitlement mode worksheets

All spreadsheets include an Entitlement mode worksheet to specify which of your supply chain partners can view the data. To change the entitlement mode, select a new value from the drop-down list. The entitlement mode applies to all data in the XML file that is generated from the spreadsheet, and supersedes the default data entitlement mode. An Entitlement Mode of none indicates that the default entitlement mode for your organization is applied.

See Data entitlement mode to learn about data entitlement and default access control for each Transparent Supply message type. The documentation describes setting the entitlement mode via the IFT-Entitlement-Mode header when submitting the XML to the Transparent Supply API; usage of this header supersedes the entitlement mode specified in the spreadsheet.

Sample spreadsheets

Click any link to view or save the sample Microsoft® Excel spreadsheet (workbook file):