Bulk upload master data records

  • Release version: Australia
  • Updated June 22, 2026
  • 1 minute to read

    • Submit multiple master data requests in a single batch by importing a spreadsheet.

    Before you begin

    Requestor access to the domain is required. A spreadsheet with record data in the format provided by the template must be prepared.

    Role required: An MDM Orchestrator bulk upload requestor role. (For more information, see Roles used in App Engine for ERP rapid deployment packs.)

    Procedure

    1. Navigate to All > MDM Orchestrator > MDM Requestor Portal.
    2. Select + Create New Request.
    3. If you have access to more than one domain, select a domain.

      The domains available depend on your role. You may not see all of these domains. If you only have access to one domain, go to the next step.

      Customer
      Customer accounts for sales.
      Business Partner
      Supplier, vendor, or partner organizations.
      Material
      Inventory items, SKUs, or products.
      Cost Center
      Financial cost-allocation entities.
      Location
      Physical or geographic sites.
      Bill of Materials
      Product component hierarchies.
    4. Select Bulk Upload.
    5. Select Proceed.
    6. Select Download Template to get a spreadsheet with the correct column headers for your domain.

      Download template option.

    7. Find and open the downloaded spreadsheet.
    8. For each record to create:
      • Use one row.
      • Complete the required fields.
      • Leave optional fields empty.

      Sample spreadsheet showing information in two rows and several columns.

    9. Save the spreadsheet with an appropriate name.
    10. Return to the MDM Orchestrator in your instance.
    11. Upload the completed file.
    12. Select Process Upload.

      Upload data option.

    13. Select Proceed.
      Each record in the file is validated.
    14. Review the validation results.
      • Valid records are accepted and continue through the workflow.
      • Invalid records (missing required fields or incorrect formatting) are rejected and removed from the batch. Valid records in the same file are unaffected.
    15. Select Proceed to submit all valid records.

    Result

    The records flow through the same enrichment, governance, and approval stages as individual create requests.

    What to do next

    If records were rejected, correct the file and upload it again as a new bulk request. Each upload is treated as a separate request.