# Custom Master Data

#### Activating Custom Master Data <a href="#activating-custom-master-data" id="activating-custom-master-data"></a>

From the Dashboard navigate to Settings → Document Processing → Module.

![](https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-dd9f3b3c797404074a917493044303f1686d25f4%2FDocBits_CMD_1.png?alt=media)

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-254d303c00f21a77e28781259e9ac7b065a15937%2FDocBits_CMD_2.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

In Module, activate Custom Master Data by pressing the slider as shown below.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-8be4b47525a9c33896a168b0084439f2019c9c20%2FDocBits_CMD_3.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

#### Feature Overview <a href="#feature-overview" id="feature-overview"></a>

In order to add your own master data into DocBits, navigate to Master Data Lookup in Settings.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-c09f326a829180e43f9897e65ed91abf86d44d35%2FDocBits_CMD_4.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

Click on “Custom Master Data”

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-5d99dc6394277c7a3b346f9ec6b25bd7720fbd09%2FDocBits_CMD_5.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

You then have the option to create a Template or an Endpoint.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-dd8876b807e87ec84c723b218af929f540728edc%2FDocBits_CMD_6.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

#### Create a Template <a href="#create-a-template" id="create-a-template"></a>

The first step is to choose between using your organizations ION API file or to use OAuth2 and enter the necessary data.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-a63085b8f94fd293c70bd335c5fa2a5b5a4ca434%2FDocBits_CMD_7.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

Next, we will configure the presets. Here you will enter the Master Data table name the API call URL.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-10150af808ba5214c6327af289d7e8e97e666719%2FDocBits_CMD_8.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

You will then be required to enter the JSON path using dot notation, for more information on dot notation click [here](https://docs.hevodata.com/sources/engg-analytics/streaming/rest-api/writing-jsonpath-expressions/).

Lastly, you will need to map the data to the columns you would like to create like in the example below.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-abc5c6d80a9dacf1b4be86329387cf3cd8c9372b%2FDocBits_CMD_9.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

After you have done this, click on Done for your new master data to be created and populated .

#### Create an Endpoint <a href="#create-an-endpoint" id="create-an-endpoint"></a>

The first step is to choose between using your organizations ION API file, to use OAuth2 or to leave this blank and enter the necessary data.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-06cf0f65ee68d95279aa12b1d859cfdedb7b65b3%2FDocBits_CMD_10.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

Next, we will configure the presets. Here you will enter the Master Data table name the API call URL.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-10150af808ba5214c6327af289d7e8e97e666719%2FDocBits_CMD_8.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

You will then be required to enter the JSON path using dot notation, for more information on dot notation click [here](https://docs.hevodata.com/sources/engg-analytics/streaming/rest-api/writing-jsonpath-expressions/).

Lastly, you will need to map the data to the columns you would like to create like in the example below.

<div align="left"><figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-abc5c6d80a9dacf1b4be86329387cf3cd8c9372b%2FDocBits_CMD_9.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>

After you have done this, click on Done for your new master data to be created and populated .
