What is Mass Upload Attributes?

You can enter data for attributes by entering the information directly for the attribute in a Process Revision.  If you have a large amount of attribute data, it may be preferable to use the Mass Upload Attributes to load the data first into a spreadsheet, and then upload that spreadsheet to the system.

How do you Mass Upload Attributes?

5 Step Process 

1. Create or modify a Process Revision
2. Download the sample template
3. Modify the template to include attributes to be added
4. Upload the modified template
5. Apply the revision

Step 1 - Create a Process Revision

To create a Process Revision, click the Menu icon and select Create Revision under Revisions.

Click Add a New Value.
From this page, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the page if they wish to create a new revision.

Enter the information for the Revision, then click Reserve.

Click Configure.

Step 2 - Download the sample template

Click Manage Revision Uploads. 

Select the Attribute Type, then click Download Sample Template.

Click the downloaded file to open it.

Step 3 - Modify the template to include attributes to be added

The file is comma delimited.  Be sure only Comma is checked in the Separated by, then click OK.

Add information for the attributes that you want to add in new rows in the file.  Note that the first Native Parent Attribute Lookup ID must already exist in the system.  All attributes have one "Root" Attribute ID when the system is first implemented.  The lookup ID for the Root Attribute ID is one or two letters followed by 0's, to a length of 10.  LO00000000, for Location, BU00000000 for Business Unit, etc.

Save the file with a new name.

Step 4 - Upload the modified template

Click Upload.

Click Choose File.

Select the file that you just created.

Click Upload.

Note that in this example there are no errors, and 4 attributes will be added.  If there were errors, you could click Errors to see the details.  

Click Push, then click Return to Revision Configuration.

Click Location, and expand to see the new attributes that have been added. Here 'Maryland' locations have been added under 'Eastern US'.

Step 5 - Apply the revision

Click Return to Manage Revisions.

Click Apply.