Upload and process data

Upload new data

Upload data from your local files or ONESOURCE applications.
When you add data to Data Hub, you can choose whether to process the data immediately or save it to process later.
  1. Select
    Data
     from the menu bar.
  2. Select the
    All Uploads
     tab.
  3. Select
    Add Data
    .
  4. To upload data from your files, use drag and drop or
    Browse for File
    .
    note
    You can only upload 1 file at a time and can only process CSV, Text, XLSX, and XLSB files.
  5. To upload data from ONESOURCE, choose from the
    Select Source
     dropdown list.
    • Select
      DataFlow
       to upload data from the selected
      Data Name
       of
      Request ID
       filtered by attributes.
    • Select
      Statutory Reporting: Journal Entries — Multi-Region
       to upload data for a specific
      Reporting Entity
       for a selected
      Financial Period
       within the same tenant or different tenants in the same region or different regions.
    • Indirect Tax Determination — Audit Data
      to upload Audit Data records starting at a specific record using a timeframe. The maximum number of records per request is 1,000,000.
    • Tax Provision
       to upload data of a specified
      Data Type
       and
      Dataset
       within an
      Instance
      .
    • Entities
       to upload
      Active
       and
      Disabled
      Entities
       and their 107 attributes from
      Administration
      . The extract is limited to 30,000
      Entities
       and only pulls the latest version of an
      Entity
      .
    note
    The applications in the
    Select Source
     dropdown list appear according to your permissions. Only
    Entities
     doesn’t need any specific permission.
  6. When you've selected the data for upload, you can choose a
    Year
     and
    Period
     for this data. The defaults are the current year and period 1.
    note
    Data Hub uses
    Year
     and
    Period
     only as labels, not for validation.
  7. Enter a
    Name
     for the data. This is a required field.
    note
    For files uploaded from your local machine, the default is
    <name of file from machine>  <yyyy>-<mm>-<dd> <hh>:<mm>:<ss> UTC
    , but you can change it.
  8. Choose whether to process the data now or later:
    • Select
      Save and Process
       to upload and begin processing immediately. This will take you to a page showing details of the uploaded file. If the upload of the status is
      Awaiting
       or
      Failed
      , you'll go to the
      All Uploads
       tab. 
    • Select
      Save
       to upload the file for processing later. This will open the
      All Uploads
       tab.
You can now view the details of your uploaded data on the
All Uploads
 tab, then choose how you want to process it.

Related content

This article applies to:

  • Product: ONESOURCE Data Hub