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 IBM® Sterling™ Business Center.

About this task

You can download the master data template file from the Master Data Uploader screen.

Procedure

  1. Navigate to the Master Data Uploader screen. To navigate to the Master Data Uploader screen, perform the following steps:
    1. Log in to Sterling Business Center as an Enterprise Administrator.
    2. From the System Setup homepage, expand the Configurations menu and click Master Data Upload.

      The Master Data Uploader screen is displayed.

  2. In the Upload Details panel, click the hyperlink corresponding to an entity type to download the master data template file pertaining to that entity type. For example, click the Template hyperlink corresponding to the Customer entity type to download the customer_template.csv file.
  3. Save the master data template file to a directory to which you have write-access.