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You can create a data catalog in two ways:
  • From a CSV file – Upload the CSV, and Vantage verifies the file name and data. If no catalog with the same name exists, Vantage creates a new one. Otherwise, Vantage updates the existing catalog.
  • Manually – Create columns and data types by hand.

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Create a data catalog from a CSV file

1

Prepare your CSV file

Review these guidelines:
  • The imported CSV can’t exceed 100 MB.
  • 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. The entire string value must also be wrapped in double quotation marks.
For sample CSV file fragments, see Update data catalogs.
2

Upload the file

On the Data Catalogs tab, drag the CSV onto the page, or click Browse at the top of the screen to select it.
3

Set the catalog name and description

If needed, modify the data catalog name and enter a description.
4

Continue

Click Next.
5

Assign data types

Specify a data type for each column.
6

Create

Click Create.
A confirmation message appears. You can close it safely. The new data catalog appears in the list immediately, and the record count updates as Vantage finishes importing the CSV. Large uploads can take time before the catalog is ready for use.

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Create a data catalog manually

1

Open the create dialog

In the pane above the data catalog list, click Create Catalog.
2

Name the catalog

Enter a name and (optionally) a description.
3

Select a catalog type

Choose a type from the options described below.
4

Continue

Click Next.
5

Add columns

  1. Click Add Column.
  2. Set the column name and data type.
  3. To reorder a column, drag it by its left edge.
  4. To delete a column, hover over it and click Delete.
For Document Issuer Companies and Document Receiver Companies catalog types, you can’t reorder, edit properties of, or delete the predefined columns, but you can add your own columns after them.
6

Create the catalog

Click Create. The new data catalog appears in the list.

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Catalog types

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Document Issuer Companies columns

  • Issuer Company ID (Text, required)
  • Name (Text)
  • City (Text)
  • Street (Text)
  • State or Province (Text)
  • Country (Alphanumeric Code, required)
  • Postal Code (Alphanumeric Code)
  • Tax ID (Text)
  • National Tax ID (Text)
  • Bank Account (Alphanumeric Code)
  • Bank Code (Alphanumeric Code)
  • IBAN (Alphanumeric Code)
  • Company Correlation ID (Text)

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Document Receiver Companies columns

  • Receiver Company ID (Text, required)
  • Name (Text)
  • City (Text)
  • Street (Text)
  • State or Province (Text)
  • Country (Alphanumeric Code, required)
  • Postal Code (Alphanumeric Code)
  • Tax ID (Text)