On-board New Data

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.

Ensure the CSV is in appropriate format

• Please leave the first column blank since this will be updated dynamically.
• At least one level/hierarchy is required for Business Mapping of an organization.
• 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 "Upload new data" from the drop-down menu. 
• Upload a CSV format file.

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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