What are upload rules?
Upload Rules allow you to automate data transformation, validation, and enrichment during file uploads. Instead of manually cleaning or modifying your data before uploading, you can define rules that automatically process the data as it uploads to the system.
These rules:
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Apply only during file upload
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Trigger based on the file type or module (e.g., cloud usage, vendors, invoices)
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Can include filters to control when the rule should run
Why use upload rules?
Upload Rules help you:
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Ensure consistent data formatting
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Reduce manual data preparation
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Automatically fill missing values
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Standardize data across files
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Apply business logic at upload time
Where can you use upload rules?
Upload Rules are available in:
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Master Data
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Account Payable
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Lookup Types
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Consumptions
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Assets
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Expenses
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Companion Metrics
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Recommendations
How Upload Rules work
Each Upload Rule has:
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a source area,
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a destination field,
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a rule type,
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optional filters,
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and optional settings such as Apply on empty fields.
During upload:
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Yarken checks the file type being uploaded.
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Matching Upload Rules are evaluated.
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Rules are applied to the selected destination field.
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Filters determine which rows qualify.
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The transformed values are loaded into the application.
Key components of a rule
Each rule includes:
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Field to update
The destination column where the result is applied. -
Rule type
Defines the transformation logic. -
Filters (optional)
Conditions that control when the rule runs. -
Apply on empty fields
Applies the rule only when the destination field is blank. -
Comment
Optional description for reference.
Rule types in Upload Rules
Each rule type is created with a predefined condition that executes during file upload only when certain conditions are met. You may add the additional filter criteria to the rule types.
Yarken supports the following rule types:
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