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.

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 Admin Configuration page.

3. Select Core Data.

Each tab displays your core account data for:

• Products

• Accounts

• Transactions

• Transaction lines

• Supplier SKUs

Step 2: Add data

Select a tab, then follow these steps for each dataset:

1. On the right side of the Core Data page, select Import.

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, map the column headers in your uploaded file to a column header in the Zilliant template. Make a selection from Template Columns for each uploaded column.

   • 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. In the Review & finalize panel, review the mapped data.

   • The panel shows the total number of rows and indicates the number of rows that contain incorrect contents. Use Find and replace to locate and replace any fields.

   • To work with the mapped data outside of the application, select Export. 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.