Bulk Upload Reference Guide > Bulk Upload Data > Bulk Uploading Data
  

Bulk Uploading Data

To bulk upload data, you must use a Microsoft Excel template. Enter the data in the template and upload the filled template to Axon.
The following image shows the tasks that you must perform to upload data to Axon:
The Upload From File page shows the wizard to bulk upload data to Axon. The wizard contains the following steps: Choose File, Map Columns, and Upload.
  1. 1. Enter data in the Microsoft Excel template and select the template file in Axon.
  2. 2. Map the columns in the template to the columns in Axon.
  3. 3. Upload the template to Axon.

Select Template File

    1. In the Axon toolbar, click Create > Upload from file.
    Axon displays the Upload From File page. Use the wizard to choose options related to bulk uploading of data. The first step of the wizard is Choose File.
    2. From the Upload Type list, select the type of item that you want to upload. The type of upload items include Object, Relationship, and Role.
    3. Based on the type of upload item, select the type of a relationship, object, or role in the field to the right of the Upload Type list.
    When you start typing a keyword in the search box, Axon suggests the matching object, relationship, or role that you want to upload.
    4. Choose whether you want to upload new items or update existing items.
    The options to upload a new item or update an existing item appear based on the type of item that you choose to upload.
    5. Click Download Template.
    A Microsoft Excel template is downloaded to the Downloads folder.
    6. In the Microsoft Excel template, add the data that you want to add or update in Axon, and then save the file.
    7. Click Choose File and select the template file.
    8. To cancel the upload when Axon detects a conflict, select Cancel on warning.
    9. Click Next — Map Columns.
The following guidelines apply if the administrator has configured automatic change requests and you select the Cancel on warning option when you upload a template file:

Map Columns

After you upload the template, you need to map the template columns with the Axon properties to start the bulk upload process.
    1. In the Map Columns step of the wizard, map the columns in the Microsoft Excel template to the properties that Axon supports. Double-click a column in the Column in Uploaded File column and select the value that corresponds to the value in the Axon Field column.
    2. To continue with the bulk upload wizard steps, click Next Start Upload.

Upload Template File

    1. In the Upload step of the wizard, review the progress of the upload task. If the upload fails, you can download the error report to troubleshoot the upload.
    Axon displays a progress bar and a message to indicate the progress of the upload task.
    2. To view the status of the bulk upload job, click Go to My Jobs.
    Axon displays the list of pending tasks in the My Jobs page of the Activity Stream tab. You can open the My Jobs page from the People object to view the progress of the upload task in the Status column at any time.
    3. From the Action column in the My Jobs page, you can upload a fixed file again, or download the original file that you uploaded.
    4. Optionally, click the Notifications icon on the Axon toolbar and click the Bulk Upload tab to see the progress of the pending task.

Change Request Guidelines for Bulk Uploading Data

Note the following guidelines for automatic change requests when you upload data using the bulk upload templates.

Requirements for Automatic Change Requests

To automatically start a change request when a user creates or updates an object using the bulk upload template, the following conditions must be met:

Guidelines for Cancel on Warning Option

If the administrator has configured automatic change requests, and you select the Cancel on warning option when you upload a bulk update template file, the upload operation is not cancelled under the following situations. During these situations, Axon updates the objects in the template file and displays warnings in the bulk upload report.
Bulk update objects that specify admin user as stakeholder
If a WebUser or admin user updates the object, Axon does not automatically start a change request. To start a change request automatically, you must edit the object and specify a WebUser with steward role as a stakeholder for the object.
If a WebUser or admin user specifies a value for the Lifecycle field when updating the object, Axon ignores the value and applies the default value that the admin has configured for the Lifecycle field in the Default Change Requests section of the Axon Admin Panel.
Bulk update objects that specify WebUser as stakeholder
If a WebUser or admin user updates the object, Axon automatically starts a change request because a WebUser is specified as a stakeholder.
If a WebUser or admin user specifies a value for the Lifecycle field when updating the object, Axon ignores the value and applies the default value that the admin has configured for the Lifecycle field in the Default Change Requests section of the Axon Admin Panel.
Note: If you use an API to upload objects, and you specify the true value for the stopOnWarning parameter, the upload operation is not cancelled when the above conditions apply. To use the API, see the Create, Update, and Delete Objects and Relationships chapter in the Axon Data Governance 7.1 REST API Guide.