How to manage reference data using Excel

Add and manage reference table and records in bulk using an Excel file that you can download from the Reference Data Management page.

Manage reference tables in bulk

You can download the reference tables in an Excel file to add or edit reference table attributes or columns in bulk and then upload the file back to the application.
To manage reference tables in bulk:

1. In the Reference Data Management page, click the Download in Excel icon to download all the reference tables.
   
2. Open the downloaded Excel file.
3. Enter the reference data in the Entities sheet.
   
4. Map the reference data and attributes in the EAR sheet.
   
5. In the Reference Data Management page, click the Upload icon.
   
6. In the Upload dialog, click to browse and select or drag and drop the Excel file from your system.
7. Click Done once the upload process is completed.

Manage reference data records in bulk

You can download the reference data records in an Excel or CSV file to add or edit the values in bulk and then upload the file back to the application.

To add reference data values in bulk:

1. In the Reference Data Management page, click on the reference table.
2. In the Reference Data Details page, select the records and click Download > Download in Excel to download the reference data.
   
3. Open the downloaded Excel file.
4. Go to Entities sheet and enter the reference data values.
   
5. In the Reference Data Management page, click the Upload icon.
   
6. In the Upload dialog, click to browse and select or drag and drop the Excel file from your system.
7. Click Done once the upload process is completed.