Master Data Uploads

The Master Data Upload tab is one of the tabs in the Administration option of the Rural Sourcing Management Web interface. Use this tab to monitor the current status of any master data uploads that are running and to initiate an upload of Master Data.

Use this tab to monitor the current status of any master data uploads that are running and to initiate an upload of Master Data. Data uploads can be used to add new information or modify existing information to your master data. You will upload master data from Excel spreadsheets similar in format and structure of the initial master data sheet used to set up your system.

You can add or update organizations and persons either through the Web Interface or through the Master Data sheet data uploads. To make changes or additions, first download the existing spreadsheet from the Web Interface. Then, to update any information you must first change the operation_to_perform column of the appropriate data sheet to Update and if you want to add an organization or person, change the operation_to_perform column of the appropriate data sheet to Add. When adding an organization, the mandatory fields are: Parent Organization, Name, and Code.

To upload new master data, do the following:
  1. Use the Browse button to find and select your file.
  2. Check the Personal data use consent checkbox to indicate consent has been obtained.
  3. Click Upload Master Data. The progress of the upload operation is displayed in the Logs section of the page. You can leave this page to do other work once the upload begins, but you must return to this page to check on the status and complete the final step.

    When your file upload is complete, the message "Data has been successfully imported." displays in the Logs section and the Activate Imported Data and Cancel buttons are enabled at the bottom of the page.

  4. Click Activate Imported Data as a final confirmation. The updated master data will be available to the mobile applications at the next synchronization on the mobile device.