Manage attributes

When configuring your organization’s active pricing, you can segment pricing data according to your business needs. To segment, or scope, with custom attributes, add custom fields to your core data tables.

Capabilities

Prerequisites

Before you add custom attributes:

• Review your files to make sure the data match Zilliant’s data input specifications.

• For best data formatting practices, read Data requirements.

Step 1: Sign in

1. Sign in to Zilliant at https://login.myzilliant.com.

2. In the left navigation panel, select Settings to view the Administration page.

3. Select Attributes.

Each tab displays your core data for:

• Products

• Accounts

• Transactions

• Transaction lines

Step 2: Add custom attribute

Select a tab, then follow these steps for to add a custom attribute to the data table.

You can add up to ten custom attributes across all datasets.

1. On the right side of the Core Data page, select + Custom Attribute.

2. On the Add Attribute panel, enter data or make selections:

• Name—Enter the attribute name.

• Key—Enter the data key for the attribute.

• Data type—Select a data type from the list. Options are String, Integer, Float, Date, Date Time, and Boolean.

• Default Value—(Optional.) Enter a default value for the attribute.

3. Select Add Attribute.