Market Segment is a lookup table used to record and report revenue sources by market. This article provides information on the requirements for the Market Segment Import available in RMS.
Import Information
- The import file must be in a comma-delimited .csv format, see template attached at the bottom of this article.
- Microsoft Excel is able to save using a .csv format that should match these requirements.
- The fields within this file must not contain commas.
- RMS is able to determine whether the first record is a header record.
Field Order
| Order | Field Name | Field Type | Required | Unique | Max Characters | Notes |
|---|---|---|---|---|---|---|
| 1 | Code | Alpha Numeric | N | N | 50 | |
| 2 | Description | Alpha Numeric | Y | Y | 100 | |
| 3 | Short Description | Alpha Numeric | N | N | 50 | |
| 4 | Master Market Segment | Alpha Numeric | N | N | 100 | Used to create a sub market segment - Must be already in RMS |
Import Validation
To ensure that your data is clean, consistent, and ready for the Live production environment after it has been validated and imported into the Training environment, follow these steps:
In the side menu of RMS, go to Setup > Lookup Tables > Market Segment for data review.
- Select the 'Edit' icon aligned with a Market Segment.
- Review the Market Segment Description.
- Verify the Sub Market Segments included on the import sheet.
Downloadable Import File
The attached import file below contains the required file format for the market segment import. Download the file and review the column headers. Fill the file with data, ensuring each line includes a description, and that any sub-market segments have the corresponding master market segment column populated.
Next Article: Data Validation & Trial Imports
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