---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure the Matrix Loader

# Configure the Matrix Loader {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Use the Matrix Loader to efficiently add, edit, and migrate fields, field options, rules, and layouts in CPQ. Upload CSV files, validate configurations, and streamline bulk updates or environment migrations with error-handling and verification support.

The Matrix Loader is the most efficient means of adding and editing fields, field options, rules, and layouts, particularly when the number of elements gets large. When using the Matrix Loader, administrators define their configuration
elements in a spreadsheet file. This spreadsheet artifact provides a backup of data in CPQ; it also facilitates fast test-to-production migration processes.

Here is a quick tutorial on how to use the Matrix Loader.

1. Click Matrix Loader in the navigation pane.

2. On the page that opens, export sample files in the upload formats that are accepted by the Matrix Loader: fields, field options, rules, and tables. Each sample file demonstrates a broad range of the features of the upload format.

3. Drag, or use the file browser to select the CSV files you intend to upload.

   We discuss the formats of these CSV files in the following articles:
   * [Matrix Loader CSV fields and field options upload and export](https://servicenow-prod.fluidtopics.net/sF_nDH97pxbnKG1QialucA "Use the Matrix Loader to bulk create, edit, and export fields, field options, and product pickers in CPQ. Define data in CSV files with supported columns and formats, then upload or download them for faster configuration management and environment migration.")
   * [Matrix Loader: CSV rules upload](https://servicenow-prod.fluidtopics.net/5PU~9P0sO1RRyO2OcOwEvg "Use the Matrix Loader to bulk create, edit, and export rules in CPQ. Define rule conditions, actions, and logic in a CSV file to streamline configuration management and automate large-scale updates.")
   * [Matrix Loader: CSV table upload](https://servicenow-prod.fluidtopics.net/jYQvGg5Ebhb4WHuWZvX6bA "Use the Matrix Loader to import and manage table data in CPQ. Define table schemas, prepare matching CSV files, and upload them to populate or update tables for use in rules, lookups, and configurations, with no redeployment required for data updates.")

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   Queued files are displayed. If necessary, add more files or delete files, and then click Next.
4. The Matrix Loader guesses at the contents of each file according to keywords in the file titles. Confirm that the Matrix Loader guessed the upload file types correctly. If necessary, make corrections. The Matrix Loader performs
   the uploads in the sequence necessary to ensure all elements are uploaded correctly. Click Import.

5. Confirm that all the uploads succeeded. Most errors originate in a mistake or mismatch in an upload file. When all uploads have succeeded, click Continue.
6. In the appropriate administration areas (fields and rules, if you uploaded these files), check and confirm the elements that were created as a result of this Matrix Loader upload.
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**Zugehörige Konzepte**   

* [Matrix Loader](https://servicenow-prod.fluidtopics.net/KFInBbtBVG9bRLz5M8fwyw "Learn how the Matrix Loader accelerates configuration management by simplifying large-scale data creation, updates, and migrations across your CPQ environments.")