Uploading master data
If the Master data service is enabled, you can use AP Essentials Connect to upload master data to Kofax AP Essentials 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 Kofax AP Essentials Connect. To keep master data synchronized, Kofax AP Essentials Connect routinely checks the folder for new XML files to upload. When a new XML file is detected, Kofax AP Essentials Connect uploads it to Kofax AP Essentials.
See the Kofax AP Essentials 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 Kofax AP Essentials Connect must be in XML format and they must conform to a schema.
|Example XML||Schema||Maximum count allowed||Maximum file size|
|Accounts (general ledger)||Accounts (general ledger)||100,000||200 MB|
|Supplier banks||Supplier banks||300,000||200 MB|
|Generic master-data objects||Generic master-data objects||500,000
You can have up to 40 different generic master-data types, each with up to 500,000 objects.
|Purchase orders *||Purchase orders||
Up to 200,000 purchase orders are allowed for each buyer or customer account.
After the initial upload, you cannot add, update, or delete more than 5,000 purchase orders per upload.
Each purchase order can have a maximum of 5,000 order lines.
When uploading customer master data on the seller level, the total count from all sellers of the parent account cannot exceed 1,000,000.
After the initial upload, you cannot add or update more than 2,000 customers per upload.
* Although purchase orders are not technically master data, the information is listed here for convenience.
Max length of master data field values
The values of the master-data fields below cannot exceed the maximum length specified in this table:
|Generic master-data objects|
|Accounts (general ledger)|
|Tax registration number||200|
|Bank number type||20|
|Account number type||20|
|Purchase orders lines|
|Order line number||40|
|Supplier article number||300|
|Purchase order search query|