Bulk Upload Templates
You can download predefined Microsoft Excel templates to bulk upload in Axon. You can also use custom Microsoft Excel templates to upload data to Axon. Informatica recommends that you use the templates that Axon provides.
You can use a comma-separated-value (CSV) file format to bulk upload data to Axon. You can use a CSV file that you created to upload data to Axon. If you want to use the Axon template, you need to download and save the Microsoft Excel template in the CSV format.
Each facet has some default configuration values, such as lifecycle, classification types, and relationship types, that are predefined in the template. You can configure these values from the Admin panel. If your current Axon instance was upgraded from a previous version, you might see more values in the drop-down configuration list from the previous version. If you perform a fresh install, you can see the latest, shorter list of drop-down configuration values.
Use the bulk upload template when you need to perform the following tasks:
- •Add new objects, relationships, and roles to Axon.
- •Update existing objects, relationships, and roles in Axon.
- •Remove existing relationships and roles from Axon.
If you are part of a segment, you can bulk upload data that belongs to the segment you can access. If an object is part of a segment, the related objects must be part of the same segment.