DOC² offers the possibility to upload your master data. This has the advantage that an automatic mapping of, for example, supplier data from your ERP system can be made during the extraction of documents.
For example, the VAT number or supplier name extracted from the document can be used to identify the supplier data record from your ERP system (from the supplier data uploaded to DOC²).
For more detailed information please refer to the following documentation: Master Data Validation
To upload master data to DOC², please navigate to SETTINGS on the Dashboard:
There you will find the menu item Supplier Validation. Please open it:
In the following view you can import the CSV file with all your data using drag and drop or via the button
BROWSE. Additionally, you can define if your file contains semicolons or commas as separators. When you are done click on
SAVE to apply your changes.