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WCS: Bulk Upload Transformations

  • Updated

Table of Contents

Use the Bulk Uploader’s Transform function to clean up and optimize files uploaded to Worldly’s platform.

Transformations can be used to:

  • Normalize dates, capitalization, and formatting.
  • Fix any values that don’t meet validation rules
  • Run simple calculations using existing fields in your data
  • Apply the same fix across many rows without manual editing

 

Capabilities

Capabilities Examples
Transform text
  • Fix capitalization
  • Remove extra spaces and special characters
  • Extract parts of text (e.g., first/last name, domain from email)
  • Find and replace text
  • Standardize formats
Transform numbers
  • Convert text to numbers
  • Round decimals
  • Run basic math operations
  • Convert units
  • Format currencies
Transform dates
  • Convert text to date format
  • Standardize date formats
  • Extract parts of dates (e.g., year, month, day)
  • Calculate date or time differences
Clean up your dataset
  • Remove duplicates
  • Fix spelling errors
  • Standardize variations
  • Remove invalid characters

 

Best practices for using Transform

  Specific Language Vague Language
Be specific: State exactly what you want changed. “Change ‘st.’ to ‘Street’ in the location column” “Fix addresses”
Name fields exactly: Multiple columns may have similar names. Name exactly which field you want to modify to prevent changes being applied to the wrong column. “Remove ‘@gmail.com’ after all values in the Emails column.” “Fix emails”
Prompt one task at a time: Prevents misunderstandings and makes it easier to spot if something goes wrong. “Make company names uppercase” “Make company names uppercase, set dates to MM-DD-YYYY, and remove everything after the %”
Give examples: Remove confusion by giving clear examples of what to transform. “List the full state name wherever there are state acronyms currently. For example, ‘NY’ should be ‘New York’” “Type out state names”
Define target format: Provide instruction on how to format values. “Format dates as MM-DD-YYYY” “Fix dates”
Check data types: Specify if you have a particular data type you want a field to follow. “Convert all values in the Material Composition column to percentage format” “Fix locations”

 

Navigation

Use the bulk upload’s Transform function to optimize supplier lists.

  1. Begin by navigating to Supply Chain, followed by Network.

     
  2. On the right-hand corner, click Manage Companies.

     

  3. Select Example CSV to download a blank template, followed by Add Companies. 

 

Bulk Upload

  1. Drag and drop your file onto the screen. Files can have up to 1,500 rows of data. You can upload the following file formats: CSV, Excel, or JSON. We recommend CSV as a best practice.

     
  2. Review the field mapping before clicking Continue.
    • If a field is missing or incorrect, select the dropdown arrow to select the desired field.
    • Preview the data for the category on the right side of the window. Hovering over different rows updates the preview window.
    • Select Continue.
       
  3. On the next page, review the bulk upload table for any errors. Check the Transformations section below for examples of transforming data.
     
  1. After the table has been reviewed and all errors have been resolved, click Submit Data.

     
  2. You'll know if you were successful when you see the Success pop up.
     

Transformations 

The Transform function allows you to make edits in mass to files uploaded to the bulk upload.

Refer to the following examples to streamline supplier lists for the Worldly Collaboration Suite.

Example 1: Append the location as a tag

Prompt: If @location contains “US”, add a value of “Domestic” to @tags

Example 2: Duplicate company names

Prompt: If @company name contains a duplicate value, append “(1)” to the duplicate value in @company name

Example 3: Add country information

Prompt: If @location contains “Fujian”, append “China”

Assessment Status Abbreviations

  • No Account - no account on the Worldly platform
  • No Module – No module has been purchased
  • Module Acquire or NS – Module has been purchased, but has not been started
  • ASI – Self-Assessment In Progress
  • ASC – Self-Assessment Completed
  • VRP – Verification In Progress
  • VRC – Verification Complete
  • VRD – Verification Disputed
  • VRF – Verification Finalized (Not Posted)
  • VRF – Verification Finalized (Posted)
  • VRE – Verification Edit (if anything needs editing, a facility can apply for VRE)
  • VRQ – Verification Quality Check
  • VRI – Verification Invalidated (may occur if the facility disputes the verification and the VOO agrees with them)
  • ASD – Assessment Deleted

 

Module Share Notifications

Module share requests are automatically sent to facilities when emails are enabled in campaigns. There are two locations where you'll see module share notifications: the Supply Chain dropdown and section headers. 

If you see blue notification bubbles next to an assessment type, this means:

  1. There are modules that are shared with you that you haven't been accepted yet
  2. There are requests to share your module that you haven't yet approved 

 

Supply Chain Dropdown

Clicking on the blue notification bubble will bring you to the appropriate Modules table.

 

Section Headers

If you have blue notification bubbles in the Supply Chain dropdown, these will be mirrored in the Network, Segments, and Campaigns section headers.

Clicking on the blue notification bubble in the section header opens a pop up to review shares of that assessment type.

  1. Select Accept All to bulk accept.
  2. Select Accept/Decline to review each share individually.
  3. Select Details in Module if you want to view the request in the corresponding Modules table.

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