11.7 Master Upload

The Master Upload feature allows administrators to perform bulk uploads of master data through Excel files.

Navigate to Master › Master Upload from the main menu to access the upload page.

Click on Master Upload to open the upload page.

The Master Upload page displays an upload form with the following elements:

• Upload Master Excel (.xlsx) — File input field to select the Excel file.
• Master1 Download — Button to download the first master template.
• Master2 Download — Button to download the second master template.
• Back — Button to return to the previous screen.
• Submit — Button to process the uploaded file.
• Upload Result — Section to display the upload results after submission.

Click Choose File and select the completed Excel file. The selected filename will appear in the input field.

Click Master1 Download to download the first template for data preparation.

The file OMHWORKS-Master1-Data.xlsx (≈23 KB) will be downloaded to your device.

Click Master2 Download to download the second template for data preparation.

The file OMHWORKS-Master2-Data.xlsx (≈9 KB) will be downloaded to your device.

Features

• Upload master data using predefined Excel templates.
• Download two master data templates: Master1 and Master2.
• Process and validate uploaded records.
• View upload results and validation status after submission.

Upload Process

• Click Master1 Download or Master2 Download to get the appropriate Excel template.
• Populate the template with the required master data.
• Click Choose File and select the completed Excel file (.xlsx).
• Click Submit to process the upload.
• Review the upload results in the Upload Result section.

Notes

• Only .xlsx files are supported.
• The file input field is mandatory (marked with *).
• Use the Back button to return to the previous screen without submitting.