Brief Description
Master Data Management is a process where an organization can create uniform set of data on relevant information used across the platform. This will help in improving the quality of the organisation's data by ensuring that key data elements are accurate and consistent.
Role
This article is relevant for superadmins and users with all Create Data Tables permissions.
Instructions
There are two ways to create a table in Master Data Management:
By importing a table
By manually adding a table
Import a Table
Importing a table in CSV format is a quick and efficient way to create a table with large datasets while ensuring that data types like numbers, dates, and text are accurately preserved.
Go to Settings.
Click Master Data Management.
Click Add Table.
Select Import Table.
Drag and drop or browse a file.
The table name will be auto-populated based on the file name but can be edited as needed. Click Create to proceed with the table creation.
Once the table is successfully imported, the columns and records will appear.
Manually Create a Table
Another way to add a table is to manually create it in the platform.
Go to Settings.
Click Master Data Management.
Click Add Table.
Select Create new table.
Enter a table name. Ensure it does not exceed 255 characters. To proceed, click Create.
The master table will be created and you can start adding columns and records.
