How to Create a DLR to Upload Data Using a File for Adding New Hierarchy Members

1. Go to Maintenance > Data Integration > Data Load Rules.

2. Click New Data Load Rule.

   1. Enter a Name and Description.

   2. For Load Type, select File Load.

   3. For Load Item, select Segment Hierarchies.

   4. Select Load Sub Item (e.g., Account)

3. Click Next, or click Select Sample Input File.

   1. Select File Type.

   2. Update the Header details as required.

   3. Load the Sample Data File with the inputs of new hierarchy members.

4. Click Next, or click Define Overall Rule Settings.

   1. For Hierarchy Type, select Main Hierarchy.

   2. Select Build type: Level, or Parent Child.

   3. Use the Defaults section to define the parameters for the new members if not included in the data file.

5. Click Next, or click Manipulate Input file.

   1. (Optional) Use this section to adjust the input data as needed.

6. Click Next, or Define Data Mappings.

   1. Map fields as needed. The system automatically maps the Maps To column when the Source Column name matches the target segment (data file header).

7. Click Next, or click Load Data.

   1. Click Choose File to upload the final file containing the new hierarchy members..

8. Click Finish.

You will receive a success message if the data loads successfully.

If the load fails, review the file, make necessary corrections, and complete the process.