Uploading master data
If the Master data service is enabled, you can use Online Connect to upload master data to ReadSoft Online in XML format. Alternatively, you can import master data from Microsoft Excel. There are predefined master-data types for the most popular forms of master data, such as suppliers and currencies. There is also a generic master data type that you can use to import master data structures that are not covered by the predefined types.
Typically, master data is routinely generated by a target system and saved to a folder location that is accessible by ReadSoft Online Connect. To keep master data synchronized, ReadSoft Online Connect routinely checks the folder for new XML files to upload. When a new XML file is detected, ReadSoft Online Connect uploads it to ReadSoft Online.
See the ReadSoft Online Connect guide for procedural information about uploading master data.
You can also upload master data using the API.
The master-data files that you upload using ReadSoft Online Connect must be in XML format and they must conform to a schema.
|Example XML||Schema||Maximum count allowed|
|Accounts (general ledger)||Accounts (general ledger)||100,000|
|Supplier banks||Supplier banks||300,000|
|Generic master-data objects||Generic master-data objects||500,000|
|Purchase orders *||Purchase orders||200,000|
* Although purchase orders are not technically master data, the information is listed here for convenience.
Max length of master data field values
Master data files cannot exceed 100 MB. The values of the master-data fields below cannot exceed the maximum length specified in this table:
|Generic master-data objects|
|Accounts (general ledger)|
|Bank number type||20|
|Account number type||20|