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Configuring buckets

You can create any number of master data sets, also known as "buckets." You can manage this master data via the administration interface or deliver it via the API. Buckets can be useful in the following scenarios:

  • Regular export of master data from an ERP system via the bucket API.

  • Manual maintenance of individual master data for entities that do not exist in the ERP system (for example, departments).

Creating a new bucket

Suppose you want to create a new master data bucket.

This is how it works

  1. Navigate to the Buckets section.

  2. Click New bucket.

  3. Choose a name for the bucket, e.g. ERP master data.

  4. Click Save.

Editing the data in a bucket

You can view and edit the data in a bucket at any time. Suppose you want to edit the data in the ERP master data bucket.

This is how it works

  1. Navigate to the Buckets section.

  2. Click the action menu next to ERP master data and choose Edit data.

  3. Click New company. You can edit and delete existing datasets using the action menu for each tenant.

  4. Click Company next to Choose entity to access other entities such as accounts payable or ledger accounts.

Importing sample data

Suppose you want to fill the Demo bucket with sample data so that you can get started quickly.

This is how it works

  1. Navigate to the Buckets section.

  2. Click the action menu next to Demo and choose Import demo data.

The bucket is now filled with sample data.

Using a bucket in a workflow

To use the data from a bucket in a workflow, you have to create an integration and link the fields of the workflow to that integration. Suppose you want to use accounts payable and ledger accounts from the ERP master data bucket.

This is how it works

  1. Navigate to the workflow settings.

  2. Switch to the Integrations section.

  3. Click New integration and select Bucket.

  4. Enter a name for the integration, for example Master data.

  5. In the Bucket picklist, select the ERP master data bucket.

  6. Enable the integration.

  7. Click Save.

  8. Switch to the Fields section.

  9. In the Vendor row of the Header area, select the Master data data source.

  10. In the Ledger account row of the Line items area, select the Master data data source.

  11. Save the configuration.

The Vendor and Ledger account fields can now access the data from the ERP master data bucket.