Uploading master data
The Master Data Upload feature allows an enterprise administrator
to upload certain system data for their organization in a bulk or
batch mode format. This facilitates the process of loading large amounts
of data onto the system in an efficient manner and avoids the need
to manually enter the details of each entity type (also called as
upload type) into the system, especially if the entity type contains
a large amount of master data. The topics in this section will walk
you through the overall configuration of master data upload.
Overview of Master Data Upload
The Master Data Upload feature allows an Enterprise Administrator to upload certain system data for their organization in a bulk or batch mode format. This facilitates the process of loading large amounts of data onto the system in an efficient manner and avoids the need to manually enter the details of each entity type (also called as upload type) into the system, especially if the entity type contains a large amount of master data.
Download Master Data Template
An Enterprise Administrator can download the master data template file pertaining to an entity type (also called as upload type) from Sterling Business Center .
Understanding master data template
After you have downloaded and saved the sample master data template file, you can add master data of the corresponding entity type to this file.
Managing master data upload
Managing the Master Data upload involves uploading the Master Data, viewing the Master Data Upload Status, and cancelling the Master Data Upload.
Upload master data
An Enterprise Administrator can upload the master data file pertaining to an entity type (also called as upload type) from Sterling Business Center .
View master data upload status
After you have uploaded a master data file for an entity type (also called as upload type), you can view the status of the uploaded records and any errors that occurred during upload.
Cancel master data upload
After you have uploaded a master data file for an entity type (also called as upload type), you can view the status of the uploaded records and any errors that occurred during upload. If required, you can also cancel a master data file upload that is currently in progress.