15.3 Adding Demographic Data to Purchase Record Import Files

Adding demographic data to purchase record import files is optional. You need to do so only if you want to automatically update existing demographic allocation counts for a licensed product when you import a new purchase record containing the product or if you want to initialize allocations using purchase records.

For example, assume that ProductA has a DepartmentQ allocation of 20 licenses. You import another purchase record that includes 15 ProductA licenses for DepartmentQ. The additional 15 licenses are automatically reflected in the DepartmentQ allocation.

Each product line item (or detail) in an import file includes Site, Department, and Cost Center fields. These are the fields that must contain the appropriate information. For information about editing an import file, see Working with Import Files.