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Update an existing data catalog by uploading a new CSV file. You can upload the file in the Vantage UI or place it in a shared folder connected through SFTP.

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CSV format

Follow these rules when preparing a CSV for upload. You can use Microsoft Excel to edit the file.
  • 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.
  • The file must not be larger than 100 MB.
  • When you update a Document Issuer Companies or Document Receiver Companies data catalog, fill in the Issuer Company ID or Receiver Company ID column (depending on the catalog type) and the Country column for all records. Empty values in these columns cause the update to fail.

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Sample: value with a comma

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Sample: value with quotation marks

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Update a data catalog in the UI

1

Select and upload the CSV

  1. On the Data Catalogs tab, select the catalog from the list, and click Update in the pane above the list.
  2. 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.
After the update succeeds, a dialog shows the number of updated records and any added or removed columns.

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Update a data catalog through 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

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

Copying the shared-folder path from the data catalog settings

3

Connect from the SFTP client

  1. Paste the path into the Host field in your SFTP client.
  2. Click Connect.
FileZilla SFTP client with Host field populated from the data catalog settings

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 folder every 20 seconds and updates any data catalog whose name matches a CSV file in the folder. When a data catalog is updated through the shared folder, existing records are replaced with the new ones.

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Update outcomes