Bulk Upload lets you import many segment-linking combinations into an allocation rule set at once using a CSV file, instead of adding each one manually. It only adds new segment links — it does not modify or delete existing ones.
Before you start
Bulk Upload is only available on existing rule sets. If you're working with a new rule set, save it first, then re-open it before uploading.
Your file must be a
.csv, up to 20 MB.Values in your CSV must match the active segments and values in your Allocation Settings.
How to bulk upload
Open the allocation rule set you want to update. In the Segment Linking section, click Bulk Upload.
In the dialog, click Download Template to get a pre-formatted
.csvfile.Fill in your segment combinations (see Filling the template below), then save the file.
Click Browse (or drag and drop your file in), then click Upload.
When the upload finishes, the page refreshes and your rule set updates with the new segment links.
Filling the template
The template has one column per segment in your rule set — for example: GL Code, Cost Center, WBS Code, and Region.
Each row represents one valid combination — a full chain of values across all segments.
Key rule: If a segment value pairs with multiple downstream values, you must repeat it on a separate row for each pairing. The system reads each row independently — it does not recognise groupings or merged cells.
Example
The table below shows three common patterns:
GL Code | Cost Center | WBS Code | Region |
US-6100-LEGAL-OUTSIDE | CC-1001 | WBS-400 | US East |
US-6100-LEGAL-OUTSIDE | CC-1003 | WBS-400 | US East |
US-6100-LEGAL-OUTSIDE | CC-1004 | WBS-400 | US East |
US-6100-LEGAL-OUTSIDE | CC-1004 | WBS-401 | US East |
US-6100-LEGAL-OUTSIDE | CC-1004 | WBS-402 | US East |
US-6100-LEGAL-OUTSIDE | CC-1004 | WBS-402 | US West |
US-6100-LEGAL-OUTSIDE | CC-1004 | WBS-402 | North America |
Rows 1–3: same GL Code, three different cost centres — the GL Code repeats on every row.
Rows 4–5: same GL Code and cost centre, different WBS Codes — both repeat on every row.
Rows 6–7: same chain, two different regions — a separate row is needed for each.
What not to do
Leave a cell blank to mean "same as the row above" — every row must be complete on its own.
Put multiple values in one cell (e.g.
North America, US East) — use one row per value.Merge cells.
Add extra columns or change the column headers — the system expects an exact match with the template.
If some rows fail
Valid rows are still imported; only the invalid rows are excluded. The dialog shows a Download Errors option — a file listing each failed row with the reason it failed.
Common reasons rows fail:
Reason | What to check |
inactive value | The value doesn't exist or is inactive in your Allocation Settings. |
duplicate | The row is an exact match of an existing combination. |
invalid format | Wrong columns, no data, or the file is not a |
Fix the issues in the error file and re-upload to add the remaining rows.