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
- Create or modify a Process Revision
- Download the sample template
- Modify the template to include attributes to be added
- Upload the modified template
- Apply the revision
Step 1 - Create a Process Revision
To create a Process Revision, click the Menu icon and select Create Revision under Revisions.
Add/Update Revision |
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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.
Create Revision |
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Enter the information for the Revision, then click Reserve.
Manage Revision |
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Click Configure.
Process Revision |
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Step 2 - Download the sample template
Click Manage Revision Uploads.
Mass Upload Attributes |
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Select the Attribute Type, then click Download Sample Template.
Download Sample Template |
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Click the downloaded file to open it.
Open Sample Template |
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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.
Comma Delimited |
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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. L000000000, for Location, BU00000000 for Business Unit, etc.
Add Attributes as Rows in Spreadsheet |
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Save the file with a new name.
Save Spreadsheet |
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Step 4 - Upload the modified template
Click Upload.
Upload |
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Click Choose File.
Revision Attributes |
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Select the file that you just created.
Select File |
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Click Upload.
Upload |
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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.
Push Changes |
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Click Location, and expand to see the new attributes that have been added.
Added Attributes |
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Step 5 - Apply the revision
Click Return to Manage Revisions.
Return to Manage Revisions |
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Click Apply.
Apply |
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