Template for Mapping Master Data Records

Template for Mapping Master Data Records


To download a Microsoft Excel template for mapping master data records, use the following steps:

Note

To use Microsoft Excel template, ensure that no key mapping data should start with hyphen (‐)

  1. In the top menu bar of the Administration Console, choose the Setup option. Choose the Key Mapping option in the left frame, 
  2. In the Prepare Excel Templates section, under Export Template section, choose a branch company in the (…) (Browse) button next to Base Company field to act as a reference for the mapping of master data records.
  3. Choose the (…) (Browse) button next to Branch Company field to choose the branch for which key mapping data is to be downloaded.
  4. Choose the (…) (Browse) button next to Key Mapping Data field.  In the selection window, from the dropdown list in the Choose entry field, select Unmapped or ALL from the dropdown list. Choose the Select button. By default, ALL is displayed in this field.
  5. In case, if you would like to download the data for particular object, select the object from the Object Name field. By default, ALL is displayed in this field.
  6. To download the excel template, choose the Download button.
  7. In the Excel template, in the MappingKey column, enter a unique mapping key common to all matching records in each branch company.

Caution

In each branch company, the mapping key can be defined only once for a set of matching records. 


Figure - shows an example of how to map records in an Excel template.

PartnerCode

Object

InternalKey

DisplayKey

MappingKey

Error

ACME-CA

125

1

Freight

MK1

 

ACME-CA

125

2

Insurance

MK2

 

ACME-TX

125

1

Freight

MK1

 

ACME-TX

125

2

Insurance

MK2

 

ACME-NY

125

1

Freight

MK1

 

ACME-NY

125

2

Insurance

MK2

 

Caution

Do not alter the template or delete or modify records in any column other than the mapping key column.

  1. After defining the mapping keys, save the template.
  2. To validate and upload the template, in the Import From Excel Templates section of the table, choose a branch company in the (…) (Browse) button next to Base Company field to act as a reference for the mapping of master data records. 
  3. In the Browse Template field, choose the (…) Import button, in the Name of Excel file field, navigate to the template file and choose the Submit button.

The Key Mapping Result table displays the result of the import process.

If you encounter an error during the import process, in the Key Mapping Result table, choose the Download Excel Sheet link to generate an Excel template with the error details displayed in the Error column. Rectify all errors and import the Excel template again.