> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/masters/main-master-module/master/import-masters.md).

# Import Masters

The **Import Master Data** feature allows users to upload and integrate structured data from external sources into the system. It helps organisations efficiently create and manage master records such as products, customers, suppliers, vendors, and other business data.

## Steps to Import Master Data

Step 1: Log in to the application.

1. Go to the **Settings** section from the main menu.
2. Under **Masters**, click on **Import Master Data**.

* The Import Master Data screen will open.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-2b0c26f114d69d483f6c05be1264f1ed9a85352d%2Fs12%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: In the **Import Name** field, select the required master data type from the drop down list.

* Select the appropriate import category based on the data you want to upload.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-361e0fd95ef9824c4b64807316ea15151c98d5c0%2FScreenshot%20From%202026-05-20%2015-55-03.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 3: Choose the required **Import Type**.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-3013faddfe655fa4e4cd7f659b93acb8f28ee63b%2FScreenshot%20From%202026-05-20%2015-58-16.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 4: Click on the **Browse** or **Choose File** button.

1. Select the file to be imported from your system.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-13b9297d1fd31f0ef96eed3439a312f2d084d79b%2FScreenshot%20From%202026-05-20%2016-00-43.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 4: After selecting the file, click on the **Map** button. ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-38358871c73bb285d2c2599e0931758aa09b0e47%2FScreenshot%20From%202026-05-20%2016-02-45.png?alt=media)

1. The system will display the file columns and corresponding system fields.
2. Map each column correctly to the respective system field.
3. Verify that all required fields are mapped properly.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-cdde1693903935a562c9864c1a2202ba45ea42b4%2FScreenshot%20From%202026-05-20%2016-03-57.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 5: Once the mapping is completed, click on the **Verify** button.

1. The system will validate the uploaded data.
2. If any errors are found, the system may display validation messages.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-eb2178cae0edc05b3da22b2a66281407541c8ab5%2Fs12.1.png?alt=media" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.rbsgo.com/masters/main-master-module/master/import-masters.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
