Add core data

Upload your core data. Zilliant’s guided import process validates inputs and highlights errors for quick correction.

Capabilities

Prerequisites

Before you add data:

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

• For best data formatting practices, read Data requirements.

Add core data

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 Data > Core Data.

Each tab displays your core account data for:

• Products

• Accounts

• Transactions

• Transaction Lines

• Product Hierarchy

• Supplier SKUs

Step 2: Add data

Follow these steps for each dataset:

1. On the right side of the Core Data page, select Import, then select a data option. If you import data for a Product Hierarchy option, you must also import data for each preceding option.

   For example,

   If you import data for Product Line, you must also import data for Product Family and Product Category.

   

2. Select + to upload a CSV or Excel file.

3. The Select header row panel appears. By default, the first row is selected as the header row. Select a different row if your header is located in another file location. Select Next.

4. In the Map columns panel, the system performs initial mapping between your uploaded file and a Zilliant template for the selected data option. Go to Template Columns and map each uploaded column header to a Zilliant column header.
   

   • A red * (asterisk) indicates a required column.

   • A green checkmark in the list of options indicates a column that’s already mapped.

   • You can delete any unmapped columns.

5. Select Next.

6. The Review & finalize panel displays your mapped data rows. If the system detects formatting errors, review and resolve the errors. In the upper right corner of the panel, you can select:

   • Fix using AI—Allows you to update your data with natural language.

   • Find and replace—Select this to locate and replace values for any fields.

   • Export—Select this to work with the mapped data outside of the application. You can export:

     • All rows to an Excel spreadsheet or CSV file

     • Error rows to an Excel spreadsheet

7. Select Import to begin the file import process. A progress bar indicates the status of the import.

Resolve formatting errors

If the system detects formatting errors in your mapped data, it highlights the errors in the following areas of the Review & finalize panel:

• The right side of the panel—Displays a list of error cells sorted by their column header.

• The Rows with issues tab—Displays mapped data rows with detected formatting errors. The system highlights the error cells in red with an alert icon.

To resolve errors for a data cell

1. Go to Rows with issues. You can also go to the right side of the panel, hover over a cell, and select See column.

2. Select a cell highlighted in red to view its error.

3. Follow the system’s steps to fix the error. To fix errors for the cell’s column, select Use a different action.

To resolve errors for a data column

Go to the right side of the panel and select one of the following options:

• Fix all—Select this to allow the Zilliant system to auto-resolve all cells.

• See column—Hover over a cell and select See column to highlight the cell’s column in your data. Then select the cell in your data, select Use a different action, then select a column action.

• Fix formatting errors—Select this to allow the Zilliant system to auto-resolve a column.

• Delete all rows with errors—Select this to remove all mapped data rows with detected formatting errors.