Providing Data Using the Data Upload Option

You can use the Data Upload option in Trace Exchange to manually upload CSV files containing shipping, receiving, and other traceability data.

Step 1: Download Your Template

1. Log in to Trace Exchange.
2. Navigate to Data Management > Data Upload.
3. Select the template for the type of data you want to submit.
4. Open the downloaded Excel (.xlsx) file.
5. Return to Data Management > Data Upload.
6. Select Select a File.
7. Choose your completed CSV file.

Each template includes the fields and formatting requirements for that type of data.

Step 2: Prepare Your CSV File

Complete the template with your traceability data, following the field descriptions and requirements provided.

Preparing shipping records? See How to Complete the Shipping CSV Template for step-by-step instructions on completing and formatting your shipping data.

Once your data is ready, save the file in CSV (.csv) format.

You can use any descriptive filename, as long as it ends in .csv.

Step 3: Upload Your File

Trace Exchange will automatically upload the file and check that it meets the required formatting and data requirements.

If the file does not meet the requirements, an error message will appear identifying the first issue detected.

Correct the issue in your file, save it again, and repeat the upload process.

If the file meets the requirements, you'll see a File uploaded successfully message.

Step 4: Check Your File Status

Once your file has been uploaded:

1. Select Data Management.
2. Find your uploaded file in the list.
3. Review its current processing status.

A successful upload confirms that your file was accepted for processing. Check the file status to confirm that processing has completed.