Creating and Configuring Master Records using Bulk Import

Create master records in bulk using Create Inventory bulk import templates. Configure multiple existing records as master records using Update Inventory bulk import templates.

To create master records

  1. On the Global Settings menu, select Import Templates from the Data Import section. The Import Templates screen appears.

  2. Select a Create Inventory template that corresponds to the inventory record type you wish to create.
    Note:

    Create Inventory templates include Create Assets, Create Processing Activities, Create Legal Entities, and Create Vendors.

  3. Click the Download button. A Create Inventory spreadsheet file will download to your device.
  4. Open the Create Inventory spreadsheet file.
  5. On the Create Inventory template, insert values in the Set Up as Master column.
    Note:

    Insert Yes to set up a record as a master version. Insert No or leave blank to create an inventory record that is not a master version.

    Note:

    GUIDs, names, and other record information can be found on the Options sheet and by downloading an export of your inventory records.

  6. Configure the rest of the fields on the import spreadsheet.
    Note:

    The bulk import process does not support the following characters: /, |, and ;.

  7. Save the Create Inventory spreadsheet file.
  8. On the Global Settings menu, select Bulk Import from the Data Import section. The Bulk Import screen appears.

  9. Click the New Import button. A New Import modal appears.
  10. Complete the fields. For more info, see New Import Modal Screen Reference.

To configure/update existing records as master records

  1. On the Global Settings menu, select Import Templates from the Data Import section. The Import Templates gallery appears.

  2. Select an Update Inventory template that corresponds to the inventory record type you wish to update.
    Note:

    Update Inventory templates include Update Assets, Update Processing Activities, Update Legal Entities, and Update Vendors.

  3. Click the Download button. An Update Inventory spreadsheet file will download to your device.
  4. Open the Update Inventory spreadsheet file.
  5. On the Update Inventory template, insert values in the Set Up as Master column.
    Note:

    Insert Yes to set up a record as a master version. Insert No or leave blank to configure an inventory record that is not a master version.

  6. Configure the rest of the fields on the import spreadsheet.
    Tip:

    For columns that feature only a few specific updates, take an export of your existing inventory and fill in cells that do not currently require an update. If there are columns that feature no new updates, delete them from the import template. If you upload a template with blank cells, the information will be overwritten in your inventories as blank.

  7. On the Global Settings menu, select Bulk Import from the Data Import section. The Bulk Import screen appears.

  8. Click the New Import button. A New Import modal appears.
  9. Complete the fields. For more info, see New Import Modal Screen Reference.

New Import Modal Screen Reference



Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a description for the import.

Import Type

Select a type of import.

File

Upload the import spreadsheet file.