| Master Data | Use | Import Task |
|---|---|---|
| Commodity Codes | Define the commodity codes in matrix-based processes | Import Commodity Codes |
| Departments | Define the departments in matrix-based processes | Import Departments |
| Regions | Define the regions in matrix-based processes | Import Region Codes |
| Preferred Supplier Levels | Define names of preferred supplier management statuses | Import Preferred Supplier Levels |
| Modular Questionnaire Types | Define questionnaire types for modular questionnaire templates | Import Questionnaire Types |
| Supplier Certificate Types | Define certificate types for certificate management using modular a questionnaire | Import Certificate Types |
| Process Types | Define the different supplier management processes (in sites where the process project feature is enabled). | Import Process Types |
| Process Statuses | Define custom statuses for each type of process in your site (in sites where the process project feature is enabled). | Import Process Statuses |
| Country-specific Tax Fields | Define the country-specific tax ID fields that respondents see in Tax questions, including validation patterns and the vendor database fields to which they map | Import Country-Specific Tax Fields |
| Country-specific Bank ID Prefixes | Define the country-specific bank ID prefixes used in automatically generated bank IDs for the banks that suppliers add as answers to Bank Account questions | Import Country-Specific Bank ID Prefix |
| Country-specific Bank Control Keys | Define custom, country-specific bank control keys that respondents see in the Bank Control Key dropdown menu in Bank Account questions | Import Country-Specific Bank Control Key |
| Country-specific Syntax for Supplier Bank Account IBAN Numbers | Define custom, country-specific syntax for the IBAN answers that respondents provide to Bank Account questions | Import Country-Specific Bank IBAN fields |
| Country-specific Syntax Validation for Supplier Bank Account Holder Name, Account Number, and Bank Key or ABA Routing Number | Define custom, country-specific syntax validation for the supplier bank account holder name, account number, and bank key or routing number answers that respondents provide to Bank Account questions | Import Country-Specific Bank validation fields |
| Country Code to Sourcing Region Code Mapping | Define mappings between the 2-character ISO country codes used in guided buying supplier locations and the region code master data used for preferred and qualified suppliers | Import Country Code to Sourcing Region Code Mapping |
Site master data elements are imported by administrators via Manage → Administration → Site Manager → Data Import/Export.
In suite-integrated realms, administrators can also import Commodity Codes via Manage → Core Administration.