This documentation supports the 20.02 version of BMC Helix Platform.To view the documentation for the current version, select 20.08 from the Product version menu.

Updating spreadsheets with Foundation data


After downloading the spreadsheet, you can update it with relevant Foundation data. You must update the spreadsheets in a specific format so that your Foundation data is validated for further processing. After you update the Excel spreadsheets with relevant Foundation data, you can upload them into BMC Helix Platform.

The following image shows the process of loading the Foundation data in bulk:

bulk load process_2.PNG

The following image shows the elements in a template Excel spreadsheet for association data:

template_association.PNG

The following image shows the elements in a template Excel spreadsheet for record data:

Person template_fill data.png

The elements in the record data illustration and the user actions are explained in the following table: 

After you update the template spreadsheets, you upload the updated spreadsheets to BMC Helix Platform.

Related topics

Loading-Foundation-data-in-bulk

Downloading-the-template-Excel-spreadsheets

Uploading the updated spreadsheets

Run the data load process

 

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