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.

Master-data types

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
Accounts (general ledger) Accounts (general ledger)
Currencies Currencies
Supplier banks Supplier banks
Suppliers Suppliers
Generic master-data objects Generic master-data objects
PO numbers Generic master-data objects

Schemas for cost centers and field values have been deprecated. Please use generic master-data objects instead.

Tip When you upload generic master data, the Master data type setting in ReadSoft Online Connect must be the same as the Type name of the field that uses the master data.

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:

Field Maximum length
Generic master-data objects
TypeName 50
Value 150
Name 150
Description 200
Code 40
Name 100
Accounts (general ledger)
Code 100
Name 220
Group 100
Description 500
SupplierNumber 200
Name 400

Note The maximum number of suppliers allowed is 150,000.