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Load master data in Designer

You can load master data either by manually adding records or by uploading files using predefined templates.

Before you load master data using file upload

To simplify file uploads and ensure correct field mapping, Yarken provides predefined templates in the Data Dictionary.

To Access templates

  • Navigate to Admin → Data Dictionary

Search for the required dataset (for example, Accounts, Cost Centers, or Vendors).

Each template:

  • includes predefined columns aligned with application fields

  • ensures correct structure and data consistency

  • reduces manual mapping effort during upload

Download the template, populate it with your data, and upload it directly into the application.

Supported file formats

Yarken supports the following file formats for master data upload:

  • .xlsx

  • .csv

Access master data

  1. Go to Admin → Yarken Designer

  2. Navigate to Master Data

  3. Select the dataset (e.g., Accounts, Cost Centers)

    image-20260504-075317.png

Ensure all mandatory fields are populated during manual entry or file upload. Missing values will prevent records from being created or uploaded successfully.

Option 1: Add master data manually

Use this option when you need to create or update a small number of records.

Procedure

  1. Select the dataset.

  2. Click + ADD NEW.

  3. Enter mandatory field values.

    image-20260504-075414.png
Mandatory fields

Each dataset requires specific fields to be filled before saving. You must enter all mandatory fields. The record cannot be saved if any required field is missing.

  • Accounts

    • Account Code

    • Account Name

  • Cost Centers

    • Cost Center Code

    • Cost Center Name

  • Vendors

    • Vendor Code

    • Vendor Name

  • Solution Offerings

    • Offering ID

    • Offering Name

    • Solution Name

  • Consumers

    • Consumer ID

    • Consumer Name

  1. (Optional) Set Active status

    • Enabled → record is usable

    • Disabled → record is inactive

  2. Click SAVE.

Option 2: Upload master data using file

Use this option when loading or updating a large volume of records.

Mandatory fields

Ensure your upload file includes all required fields for the selected dataset.

  • Accounts → Account Code, Account Name

  • Cost Centers → Cost Center Code, Cost Center Name

  • Vendors → Vendor Code, Vendor Name

  • Solution Offerings → Offering ID, Offering Name, Solution Name

  • Consumers → Consumer ID, Consumer Name

Missing mandatory fields will cause upload errors

Procedure

  1. Select the dataset.

  2. Click UPLOAD.

  3. Upload or drag the file.

  4. Review data and click NEXT.

  5. Validate field mapping:

    • Auto-mapped if headers match template

    • Adjust if needed

  6. Click FINISH.

After upload

You can:

  • review uploaded files

  • check status and mapping

  • validate loaded records

Related content

Manage master data