Import/Export Master Data
Master data is the core business data that supports the organization's critical business processes and is used as a base for any transaction. Master data has business-critical information about customers, suppliers, partners, products, employees, accounts and many more. Master data can be imported and exported for data management, backup, and integration purposes.
Master data import and export capabilities enable users to manage core business data that supports critical business processes. Field master data including member details, properties, and hierarchical structures can be exported. Master data logs track historical changes, with export capability to Excel for detailed analysis. Multi-language descriptions can be imported as master data or entered directly within the platform. Advanced Model Subscription integrates data from remote tables or other sources into master data through scheduled tasks. Export functionality is available directly from the web form with search and filter capabilities.
Master Data Export
Master data can be exported for backup, analysis, or sharing purposes using inherent export functionality.
Field Master Data Export - Export field master data including member details, properties, and hierarchical structures. Inherent filter, search, and export are available for user flexibility.
Master Data Log Export - Master data Log allows users to track historical changes to master data. Users can export the log to an Excel file for detailed analysis.
Master Data Import
Master data can be imported to populate fields, update member information, and maintain organizational structures.
Multi-Language Import - Users can maintain descriptions in other languages by entering translations directly within the platform or importing as master data. Descriptions in other languages can be accessed from the Localize tab in field master data.
Advanced Model Subscription - Advanced Model Subscription integrates data from a remote table or other sources into Master Data. Users can run Advanced Model Subscription activities directly within a task under Calculations and Dataflow.
Data Structure Import - Import master data to populate field structures, member hierarchies, and properties within JustPerform fields.
Master Data in Excel Add-in
Enterprise structure with master data of all dimensions is available in the Excel Add-in, enabling users to access various levels of member details when they create input schedules and generate reports.
Use Cases
Organizational Structure Maintenance - Import entity hierarchies, cost center structures, and other organizational master data to maintain enterprise structure in JustPerform.
Chart of Accounts Import - Import account master data including account descriptions, account types, and hierarchical relationships to populate the chart of accounts.
Multi-Language Support - Import translated descriptions for master data members to support multi-language reporting and global user bases.
Master Data Backup - Export master data regularly for backup purposes, maintaining offline copies of critical organizational structures and member definitions.
Audit Trail - Export master data logs to track historical changes to ownership structures, organizational hierarchies, and other critical master data for compliance and audit purposes.