← Back to EDI / B2B Integration Hub overview
Bulk Import
Module: EDI / B2B Integration Hub
Where to open in admin
- Log in to Admin.
- Open sidebar menu EDI / B2B Integration Hub.
- Click Bulk Import.
- Direct route (for admins):
admin/edi_b2b_hub/edi_b2b_hub_import
What this screen is for
Bulk load master or transactional data from file.
How to use — step by step
- Download sample CSV template if provided.
- Fill required columns and validate codes match masters.
- Upload file and map columns.
- Review validation errors, fix file, and re-import.
Common buttons & actions
- Download template
- Upload
- Validate
Required permissions
Staff need the ebh_import feature with: view, create.
Assign under Setup → Staff → Roles → Permissions.
Tips from module settings
- Upload a CSV file to create EDI messages in bulk. Required columns: partner_code, raw_payload.
Related guides
See the EDI / B2B Integration Hub overview for module-wide workflows, API, and setup.