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Creating a data catalog using a CSV file

You can use a CSV file to create a new data catalog. Once your CSV file has been uploaded, its name and the validity of its data are verified by the system. If no data catalog with the same name exists, a new one will be created. If you are uploading a lot of data, it may take some time before a data catalog is ready for use. If a data catalog with that name already exists, it will then begin to be updated. To use a CSV file to create a data catalog, follow these steps:
  1. Prepare your CSV file. Review the following guidelines:
    • The imported CSV can’t exceed 100 MB.
    • The columns in the CSV file must be separated by commas.
    • No spaces are allowed between a column name and a separating comma.
    • All values containing commas that should be treated as literals must be enclosed in double quotation marks.
    • Quotation marks inside string values must be duplicated. All such string values should also be placed inside double quotation marks.
    For more information, see sample CSV file fragments in Updating data catalogs.
  2. Click and drag your CSV file to the user interface or upload it using the Browse button at the top of the screen in the Data Catalogs tab.
  3. If necessary, modify the data catalog name and enter a description for it.
  4. Click Next.
  5. Specify a data type for the columns.
  6. Click Create.
A message appears notifying you that the catalog records are being updated. You can close this message. The new data catalog will immediately appear in the list. The number of records will be updated as soon as all data is imported from the CSV file.

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Creating a data catalog with manually added columns

You can also create a new data catalog by entering the data columns manually:
  1. In the pane above the data catalog list, click Create Catalog.
  2. In the dialog that will open, enter a name and description (if required) for your data catalog.
  3. Select a catalog type. All available options are described in the following table:
Catalog typeDescription
User-definedAn empty catalog without predefined columns. Note: The User-defined catalog type is used for catalogs with non-standard column sets. For company searches, the Document Issuer Companies and Document Receiver Companies catalog types should be used.
Document Issuer CompaniesA catalog used for company searches. Contains a predefined set of columns:
Issuer Company ID (Text type, must be filled)
Name (Text type)
City (Text type)
Street (Text type)
State or Province (Text type)
Country (Alphanumeric Code type, must be filled)
Postal Code (Alphanumeric Code type)
Tax ID (Text type)
National Tax ID (Text type)
Bank Account (Alphanumeric Code type)
Bank Code (Alphanumeric Code type)
IBAN (Alphanumeric Code type)
Company Correlation ID (Text type)
Document Receiver CompaniesA catalog used for company searches. Contains a predefined set of columns: Receiver Company ID (Text type, must be filled)
Name (Text type)
City (Text type)
Street (Text type)
State or Province (Text type)
Country (Alphanumeric Code type, must be filled)
Postal Code (Alphanumeric Code type)
Tax ID (Text type)
  1. Click Next.
  2. Create the columns you need by clicking Add Column. Set their names and data types. You can move the columns you created by clicking their left edge and dragging them. To delete a column you created, hover the cursor over the appropriate column and click Delete.
    Note: You can’t edit the order and properties or delete predefined columns in Document Issuer Companies and Document Receiver Companies.
  3. Once you have created all desired columns, click Create. The new data catalog appears in the list.