Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.
Before you begin
Ensure that the following are activated:
Role required: admin, sn_cbs.admin
Procedure
-
Navigate to .
-
On the Core Business Suite Foundation card, select View product overview.
-
In the Configuration insights section, select Configure.
The Configure Core Business Suite page opens in the Configuration Console.
-
From the navigation menu, select the section to which you want to bulk upload the details:
- Workplace locations under Workplace Services
- Supplier management or Supplier contacts under Source-to-Pay
-
Select Configure with Now Assist.
Now Assist opens the conversational panel, detects the current page context, and invokes the
CBS Bulk Upload agent.
Note: Now Assist guides you through follow‑up questions and requests confirmation before completing the bulk upload.
-
Select Bulk upload or enter a natural‑language prompt:
Example prompts:
- Bulk upload workplace locations.
- Upload multiple workplace locations using a template.
- Bulk upload records for workplace locations.
Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.
-
Download the bulk upload template.
-
Enter the required data in the template and save the file.
-
Upload the updated template when prompted.
Now Assist analyzes the uploaded file and validates the data.
-
Review the validation results.
-
If errors are reported, review and update the template file as needed, and re-upload it.
-
If validation is successful, select Process all rows.
Now Assist processes the import and provides access to the import set.
-
Select Import Set to review the imported records.
-
Confirm that the updates are reflected.
-
Select Mark as configured when prompted.
Now Assist confirms that the bulk upload is complete with a success message.
-
Refresh the Core Business Suite Configuration Console to verify that the records are created successfully.