Mass Data Management (MDM)

Use this function to download LSP data into a spreadsheet, where you can manipulate the data and upload back into LSP through CSV files. You can also use this to add transactional data from outside the SOR. This is accessed by selecting Utilities > Mass Data Management.

While all entities support download, not all entities support upload. This table shows the entries that are also supported for upload:


File	Upload
Accounting Chart	Yes
Accounting Entity	No
Analysis Code	Yes
Analysis Code Connected	Yes
Asset	Yes
Asset Book	Yes
Asset Item	Yes
Asset Item Serialized	Yes
Asset Supplier	No
Bank Account	Yes
Bill From	Yes
Bill To	Yes
Chart of Account	Yes
Chart of Account Period Balance	No
Chart of Account Period Movement	No
Contact	Yes
Contact2	No
Customer	Yes
Default Code Standard Values	No
Default Code Subscriber Value	Yes
Default Code Types	No
Financial Calendar	No
Financial Calendar Period	No
Item	Yes
Item Connected Tax Code	Yes
Item Location	Yes
Language Translation	Yes
Location	Yes
Mexico SAT Reporting - Payment Supplementary Info	Yes
Mexico SAT Reporting Check - Payment Supplementary Info	Yes
Mexico SAT Reporting Transfer - Payment Supplementary Info	Yes
Non Stock Item	Yes
Note	Yes
Owner	Yes
Parent Account	Yes
Party ID	Yes
Party Maintenance (applicable only for Argentina records)	Yes
Pay From	Yes
Physical Stock	No
Purchase Invoice	Yes
Remit To	Yes
Sales Invoice	Yes
Service	No
Service Translation Details	Yes
Ship From	Yes
Ship To	Yes
Subscriber	Yes
Subscription	Yes
Supplier	Yes
Tax Code	No
Tax Code Base Rate	No
Tax Code Tax Rate	No
Unit Of Measure	No
User Area	Yes

There are some specific rules around the usage in this option. See Mass Data Management.

Note: A double quote "" is required for each data in the column.