7.2.2.2.1 File Upload

Upload an Excel file that contains the data you want to ingest into the system. This step defines the upload template and allows you to add the actual file.

1. In the File Upload tab, enter the following details.

   Table 7-3 File Upload

   Field	Description
   Name / Code / Description	Displays the template’s predefined name, system-generated code, and description.
   Template Name	A user-defined name for the upload template (e.g., "Q3_2025_Profit_Upload").
   Description	Optional field to describe the file/template content.
   Drag and Drop Area	Upload your Excel file: Click to browse Or drag-and-drop the file directly

   The excel file is uploaded and a confirmation box is displayed, and the Mapped Entities Tab is displayed.

2. After the File Upload, click Continue to access the Mapped Entities tab.