Importing Data

To import data:

  1. From the Control and Tactical Center, select Data Imports.
  2. Select the required Functional Area. If Group Member (such as Price Zone, Price Zone Group, Price Zone Location) is displayed, select the member whose data you want to import.
  3. Click Download template to obtain the CSV template for the selected interface.
  4. Populate the template with the required data and save it as a CSV file. You can also use an existing CSV file that follows the expected column structure.
  5. Click Import and select the file.
  6. Review the records in Upload preview, then click Validate.
  7. Resolve any reported validation errors. If you correct the source file, import the updated file and validate it again. Commit becomes available only after validation errors are resolved.
  8. Click Commit to submit the validated data.
  9. Review the Upload status panel for the result. For a dependent import, complete the additional steps described in Importing Dependent Data.