# 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.

![](/files/zv2HU8fCoyAoqfiAQVaU)

<div align="left"><figure><img src="/files/FCVIQjZEiIaW237vcq7T" 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="/files/Bwwejw2B7LReg8l0oZml" 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="/files/vWSAsb6QJwndbCY1d7Rw" alt="" width="375"><figcaption></figcaption></figure></div>

Click on “Custom Master Data”

<div align="left"><figure><img src="/files/0TrxLNLNyHLDIooOeNZO" 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="/files/79D92tfS8bdmKYlMvAdW" 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="/files/zHvH7pe4bCn24AKU3Ipf" 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="/files/kX4Own6UEOj5DTEqL4W1" 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="/files/iepg8Q9kF4jxhKrFAZr2" 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="/files/1AgSdlNxlg8e0pECDzW0" 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="/files/kX4Own6UEOj5DTEqL4W1" 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="/files/iepg8Q9kF4jxhKrFAZr2" 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 .


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