> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/chinese/infor-ji-cheng-yu-pei-zhi/importing-customer-master-data/custom-master-data.md).
# 自定义主数据
如何在 DocBits 中直接导入主数据。
#### 激活自定义主数据
在仪表板中，依次前往“设置” → “文档处理” → “模块”。
.png?alt=media)
在“模块”中，按下方所示启用“自定义主数据”滑块。
#### 功能概览
要将自己的主数据添加到 DocBits 中，请前往“设置”中的“主数据查找”。
点击“Custom Master Data”。
随后，您可以选择创建模板或端点。
#### 创建模板
首先，选择使用组织的 ION API 文件，或使用 OAuth2 并输入所需数据。
接下来，我们将配置预设。在此处输入主数据表名称和 API 调用 URL。
随后，您需要使用点表示法输入 JSON 路径。有关点表示法的更多信息，请点击[此处](https://docs.hevodata.com/sources/engg-analytics/streaming/rest-api/writing-jsonpath-expressions/)。
最后，您需要将数据映射到要创建的列中，如下例所示。
完成后，点击“Done”以创建并填充新的主数据。
#### 创建端点
首先，选择使用组织的 ION API 文件、使用 OAuth2，或将此项留空并输入所需数据。
接下来，我们将配置预设。在此处输入主数据表名称和 API 调用 URL。
随后，您需要使用点表示法输入 JSON 路径。有关点表示法的更多信息，请点击[此处](https://docs.hevodata.com/sources/engg-analytics/streaming/rest-api/writing-jsonpath-expressions/)。
最后，您需要将数据映射到要创建的列中，如下例所示。
完成后，点击“Done”以创建并填充新的主数据。
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://docs.docbits.com/chinese/infor-ji-cheng-yu-pei-zhi/importing-customer-master-data/custom-master-data.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
