Please ensure that InsightsEngine service or the PlatformEngine.jar is running, so that business data can be mapped with tool's agent data.

On this page

Browse Business Mapping

Browse Business Mapping tab present under the Admin tab.

Click Onboard/Download Data button

Click Onboard/Download Data button on the top-right side of the screen.

Click the Download data button

Select a folder location to save the .csv file.

Ensure the CSV is in appropriate format

Please do not edit the first column since these are the primary keys that were added dynamically.
Please input your Action as edit or delete in the last column, and the respective actions will be performed.
The hierarchy must be updated sequentially, starting from level 1 to level 4. NULL values could only be present at descendant levels. Eg:

Correct Format - Level 1, Level 2, Level 3, NULL

Wrong Format - Level 1, NULL, Level 3, Level 4 (NULL is not present at descendant level)

Select a file to upload

Choose the option "Edit existing data" from the drop-down menu.
Upload the file that has the latest updates, which was edited after download existing records.

Click Preview File button

Review the data in the file by clicking the Preview File button.
Once the review is complete, click CONFIRM AND UPLOAD button.

Every time you upload a new set of data, please make sure that the records have not been recorded/duplicated in the previous uploads. Duplicated records will throw an error, and the data would not be uploaded.

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