Importing master data

Import Master Data handles bulk changes to the reference lists described in Master data. It does not create assets or login accounts.

Open a supported list under Master Data and choose the upload icon labelled Import Master Data. You need the corresponding create, update or delete capability for each action in the workbook.

Prepare the workbook

1. Choose Download Template.
2. Keep the template's sheet names and column headers.
3. Fill the relevant sheets. Sheets you leave out are ignored.
4. Save as .xlsx or .xls; the upload limit is 10 MB.

Sheet	Data	Important columns
Pengguna	Asset users	aksi, kode, nama, email, telepon, alamat
Lokasi	Locations	aksi, kode, nama, kode_induk, deskripsi
Departemen	Departments	aksi, kode, nama, deskripsi
Kategori	Categories	aksi, kode, nama, kode_induk, deskripsi
Status	Asset conditions	aksi, kode, nama, tipe, deskripsi

Use add, update or delete in aksi. Updates and deletions require an existing kode. Do not repeat a code within a sheet. New rows require nama; asset users also require a valid, unique email. Status tipe must be active or inactive.

For locations and categories, create parents before children and put the parent's code in kode_induk. A record cannot be its own parent or form a circular hierarchy.

WARNING

The workbook can update and delete existing master data. Review every aksi and kode before importing. A record in use by an asset cannot be deleted.

Upload and read the result

1. Choose your workbook in File Excel.
2. Choose Import.
3. Keep the page open while the status progresses.
4. Check Total Row, Success, Error, and the per-sheet action summary.

Status	Meaning
queued	Waiting to start
processing	Checking and applying the workbook
completed	Import finished
completed_with_errors	Validation found errors; no workbook changes were applied
failed	The import could not finish; inspect the error information

The workbook is validated before changes are applied. Fix the workbook as a whole when validation fails; do not assume that its other rows were already imported.

Fix errors

Detail Error identifies the Sheet, Row, Action, Column, Value and Message. Filter these columns to investigate the displayed errors.

1. Read the indicated row and column in the original workbook.
2. Correct missing values, duplicate codes, invalid parents or permission issues.
3. Check every sheet again and upload the corrected workbook.

The displayed error list is limited; the Error total may exceed the number of errors currently shown. Start with the displayed errors and check the next import result.

Common problems

Problem	What to do
Import stays queued	Ask your administrator to check why processing has not started
Permission error on an action	Request the matching create, update or delete capability
A parent code is not found	Create or place the parent before the child and check its code
A deletion is refused	Check asset use, linked users and child records
Currency is missing from the workbook	Manage currency separately in its master list