Update data catalogs

Update a data catalog by uploading a CSV file through the UI or via an SFTP shared folder.

Update an existing data catalog by uploading a new CSV file — either through the Vantage UI or by placing the file in a shared folder connected via SFTP.

CSV format

Follow these rules when preparing a CSV for upload:

• Columns must be separated by commas.
• No spaces are allowed between a column name and its comma separator.
• Values containing commas that should be treated as literals must be enclosed in double quotation marks.
• Quotation marks inside string values must be duplicated, and the entire string value must also be wrapped in double quotation marks.

You can use Microsoft Excel to edit the CSV file.

The CSV file must not be larger than 100 MB.

When updating a Document Issuer Companies or Document Receiver Companies data catalog, the Company ID and Country columns must be filled in. Empty values in these columns cause the update to fail.

Sample: value with a comma

Id,VATID,BusinessUnitId,IBAN,BankAccount,BankCode,Name,ZIP,Street,City,State,CountryCode
"999,9",GB_fake01,01,123456678,PPPCCC,CB3 AAA,CAMBRIDGESHIRE COUNTY COUNCIL,PO Box 123456,str1,Cambridge,East,GB
"0,1",GB_fake02,01,123487654,CCCPPP,AAA BB3,Random Company Inc.,PO Box 45678,str2,Oxford,South East England,GB

Sample: value with quotation marks

Id,VATID,Name,ZIP,Street,City,State,CountryCode
1,GB_fake01,"CAMBRIDGESHIRE ""COUNTY COUNCIL""",22313,str1,Cambridge,East,GB
2,GB_fake02,Random Company Inc.,22314,str2,Oxford,South East England,GB

Update via the UI

1. Select and upload the CSV

   On the Data Catalogs tab, select the catalog from the list and click Update in the pane above the list. Drag the CSV file onto the page, or click Browse at the top of the screen.

   The CSV file name must match the data catalog name. Otherwise, Vantage creates a new catalog instead.

2. Handle new columns (if any)

   If Vantage detects new columns in the CSV, choose:

   • Add — adds the new columns and updates the data catalog.
   • Skip — ignores the new columns but updates the data catalog.

   You can only edit column properties for new columns.

Once the update succeeds, a dialog shows the number of updated records and any added or removed columns.

Update via a shared folder

First, connect to the shared folder using SFTP.

1. Install an SFTP client

   Install and launch any SFTP client (such as FileZilla or WinSCP).

2. Copy the shared-folder path

   On the Data Catalogs tab, select the catalog and open its Settings dialog. Copy the path from the Folder to upload CSV field.

   

   Copying the shared-folder path from the data catalog settings

3. Connect from the SFTP client

   Paste the path into the Host field in your SFTP client and click Connect.

   

   FileZilla client configured with the shared-folder host

4. Trust the host

   In the confirmation dialog, click OK to trust the host. The Catalogs folder appears in the SFTP client’s remote folder pane.

To update a data catalog, give the CSV file the same name as the data catalog and place it in the Catalogs folder.

Vantage checks the Catalogs folder every 20 seconds and updates any data catalog whose name matches a CSV file in the folder.

When a data catalog is updated via the shared folder, existing records are replaced with the new ones.

Update outcomes

File state	Result
All records valid	Catalog is updated; file is deleted from Catalogs.
Some records are empty	Empty records are ignored; valid records are imported; file is deleted from Catalogs.
Some columns are missing	Missing columns are ignored; existing columns are imported; file is deleted from Catalogs.
File contains new columns	New columns are added to the catalog; file is deleted from Catalogs.
Records are in the wrong format	Catalog is not updated; file is moved to Catalogs-exception.
File can’t be opened, or the name doesn’t match a catalog	Catalog is not updated; file is moved to Catalogs-exception.

Related topics

• Using data catalogs
• Create data catalogs
• Data catalogs and the Vantage API
• Create data catalog lookup rules