Bulk Upload
To go back to the Search screen, click Bulk Upload next to Welcome at the top-right corner of the page.
The Bulk Upload screen helps you upload multiple master records at once by using the system-generated Excel template.
1.1 Reach the Maintenance Bulk Upload Screen​
From the main side menu, click on "Maintenance", then go to "Master", and finally choose "Bulk Upload". This opens the Maintenance Bulk Upload screen. The Bulk Upload menu entry is shown only to users who have access to Bulk Upload.
1.2 Maintenance Bulk Upload Screen Overview​
| Field / Button | Type | Mandatory | Description |
|---|---|---|---|
| Type | Searchable dropdown (single select) | Yes | The kind of master data to upload. Values come from the Bulk Upload types set up in the system, filtered to the types allowed for the Maintenance screen. On Maintenance > Master > Bulk Upload the only option is Maintenance Questions. |
| Download Template | Button | - | Downloads the latest Excel template for the selected Type (for Maintenance Questions the file is maintenanceQuestionsTemplate.xlsx). Enabled only after a Type is selected. Shown only to users who have Create permission for Bulk Update. |
| Upload area ("Click to upload or drag and drop XLSX file (Max. 3MB)") | File upload box | Yes | Click inside the box to browse for the file, or drag and drop the completed file onto the box. Only .xlsx files up to 3MB are accepted. After a file is chosen its name is shown inside the box. If the file is larger than 3MB, the message "File size limited to 3MB" is shown; if the file is not an Excel file, the message "Invalid File Type. Your file was not submitted." is shown (or "Only XLSX files are allowed." when a non-XLSX file is dropped). |
| Validate & Upload | Button | - | Validates the file against the template rules and uploads the records. Enabled only when a Type is selected, a file is chosen and there is no file error; otherwise the tooltip "Please upload file and select the type" is shown. Shown only to users who have Create permission for Bulk Update. |
| Clear | Button | - | Removes the selected file and clears the selected Type so the upload can be started again. |
1.3 Bulk Upload - Step-by-Step​
Step 1: Select the Upload Type​
Choose the required upload type from the Type dropdown. If needed, use the search box inside the dropdown to quickly find the required option.
Step 2: Download the Template​
Click Download Template and save the Excel file to your computer.
Step 3: Update the Template​
Open the downloaded file and enter the required data in the provided columns.
- Fill all mandatory fields.
- Do not change the column headers or template structure.
- Remove blank rows before saving the file.
Step 4: Upload the File​
Drag and drop the completed file into the upload area, or click the upload area and browse for the file.
Step 5: Validate and Upload​
Click Validate & Upload.
- If validation fails, nothing is uploaded: an error sheet named
ErrorSheet-<number>.xlsxis downloaded showing the problems, the message "MAINTENANCEQUESTIONS Bulk Upload Process Reverted" is shown, and the note "Please update and re-upload the template before upload" appears below the upload area. - Correct the data in the Excel file and upload it again.
- If validation succeeds, the message "MAINTENANCEQUESTIONS Bulk Upload successfully uploaded" is shown, the records are saved, and the screen is cleared.
- If the upload cannot be processed, an "Upload Failed" message with the reason is shown.
Step 6: Clear if Required​
Use Clear if you want to remove the selected file and upload a different file.
- Always use the downloaded template for the selected type.
- Only
.xlsxfiles are supported. - Maximum allowed file size is 3MB.
- Upload clean data without duplicates to avoid validation errors.
- If a required value is missing from a dropdown, update the related master setup first and then retry the upload.