The LUSID web app has an Import Data dashboard that provides you with a template for each of LUSID’s entity types. You can populate the template with your data, including custom properties, and upload it to LUSID without needing to write any code.
Loading data with an Excel or CSV template
To import some data into LUSID:
Sign in to the LUSID web app as a user with suitable permissions.
From the top left menu, select Data Management > Import Data.
.png "image(171).png")
Choose the data type you want to upload from the provided list. For example, you could select Lusid.Portfolio to upload some portfolio entities. You can read more about each data type option here.
.png "image(172).png")
Click the respective button to download either an Excel or CSV template. We recommend choosing the Excel template as it provides the following additional benefits:
Mandatory columns are highlighted in red.
The column name specifies its required data type.
You can hover over a column name to view a description and list of allowed values (if required).
.png "image(173).png")
Populate the template with your data. Note you can click See documentation in the Import Data dashboard to learn more about the data required for that particular entity. You can add custom property types to your template, see how to do this.
.png "image(174).png")
Click Upload file and upload your populated template.
.png "image(176).png")
Once uploaded, LUSID displays the table of results:
.png "image(175).png")
You can inspect the WriteError, WriteErrorCode and WriteErrorDetail columns for errored rows to help you discover why LUSID considers the operation invalid.
For more on using the Import Data dashboard, follow this tutorial on using an Excel template to import and value a portfolio.
Adding or deleting properties from an entity template
You can add or remove custom property types from an entity template (or ‘inline’) using the LUSID web app. To do this:
From the top left menu in the LUSID web app, navigate to Data Virtualization > Query Editor.
.png "image(177).png")
Select the Generate SQL for creating inlined properties button.
.png "image(178).png")
Choose the entity template to which you want to add or remove properties.
.png "image(179).png")
Select Add Property to add a property type to the entity template, or click the Delete button to remove unwanted property types.
.png "image(180).png")
(Optional) If you want to add a new property type that doesn’t already exist, click Create Property to create a new property type as usual.
Select the property types you want to add to the entity template and then click Submit.
.png "image(181).png")
Once you’ve added or removed all the property types you want, select Generate SQL.
.png "image(183).png")
LUSID generates the relevant SQL query to ‘inline’ your chosen property types to your chosen entity data type.
Click Run to run the query.
.png "image(185).png")
You can now download the Excel or CSV template for the data type and use it to include custom properties in the data you import to LUSID. The template will now contain a column for each added property type:
.png "image(186).png")