How to bulk upload Master Data Record?
Navigate to the Master Data Section: Go to the Master Data section from the main menu.
Select the Dataset to Import Into: o to the Master Data section and choose the dataset where you want to add new records (e.g., Vendors, Items, Employees).
Download Import Template: Download the provided template for importing data.
Fill in the Template: Complete the template with the required data for the new records.
Upload the Template: Upload the filled template file into the system.
Check for Errors: Review the uploaded data for any errors. If errors are present, correct them based on the error messages provided. Once the data is error-free, it will be ready for submission.
Await Approval: The import request will be processed, and the records will be added only after approval from the designated authority.
Example:
If you're importing Vendor records, download the vendor import template, fill it with the necessary details (e.g., vendor name, address, and payment terms), then upload it for approval. After the import is approved, the new vendor records will be available for use in procurement workflows.
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