Import
The Master Data Import screen allows tenants and partners to upload, monitor, and manage master data imports for Customers, Suppliers, and Companies.
This page provides full visibility into all import attempts and their processing results.
Location:
Tenant → Import
See Masterdata for more details on the masterdata to be uploaded.
Uploading Master Data (CSV)
Master data can be uploaded using a CSV file.
Available Actions
Download example file
Downloads a template CSV file with the required structure.Upload masterdata CSV
Uploads a CSV file for processing.
After upload, the file is processed automatically using the same validation and business logic as API-based imports.
Supported Master Data Types
Depending on the file content, the following master data types can be imported:
Customer master data
Supplier master data
Company master data
The system determines the entry type during processing.
Import Overview
The Import screen displays a complete history of all master data import attempts. This overview also includes API based imports.
Each row represents one import and includes:
Column | Description |
|---|---|
Received on | Date and time the import was submitted |
Finished on | Date and time processing completed |
Status | Processing result (e.g., Success, Failed) |
Type | Submission type (e.g., Upload) |
File type | Format of the imported file (e.g., CSV) |
Entry type | Master data category (Customer, Supplier, Company) |
Triggered by | User who initiated the import |
Message | Detailed processing summary |
Actions | Download detailed result information |