How to Add a New Organization to the Organization Master

You can manually add a new organization to your firm’s Organization Master data by using the Organization Add Data Block in Assette. This process ensures that each organization entry is validated and uniquely recorded across the platform.

Important:
Running the Organization Add Data Block will insert new records into Assette. Please ensure the data is accurate and does not duplicate an existing entry.

Requirements #

Before running the Data Block, make sure you have the following details ready:

Field	Required	Description
Code	Yes	A unique text identifier for the organization (e.g., TelosBrothers)
Name	Yes	Full legal or display name of the organization
Domain	Yes	The web domain (e.g., telosbrothers.com) – this is used to ensure uniqueness
Phone	No	Optional phone number (can be left as an empty string)

Step-by-Step Instructions #

1. Open the OrganizationAdd Data Block #

• Navigate to the Data Blocks section.
• Search for OrganizationAdd.
• Open the Data Block to view its configuration screen.

2. Prepare the Request JSON #

Create a JSON object with the necessary information about the new organization. Example:

⚠️ Do not include http://, https://, or www. in the domain field. The system will clean this automatically, but it’s best practice to enter the core domain only (e.g, “assette.com”)

3. Paste the JSON into the Request Field #

• In the Request section of the Data Block interface, paste your prepared JSON.
• Double-check all fields for accuracy.

4. Run the Data Block #

• Click the Run button.
• The system will validate your input and check for duplicate entries by Code and Domain.

What Happens Next? #

• If the request is valid, a response will show: { "data": [{ "rows": 1 }], "errors": [], "success": true }
• If any errors are found (e.g., missing fields, duplicate Code or Domain), they will be returned in the errors field: { "data": [], "errors": ["Code: Assette already exists", "Domain: assette.com already exists"] }

Data Sanitization Rules #

The OrganizationAdd block performs the following cleanup and validation steps automatically:

• Removes http://, https://, and www. from domain names before checking for duplicates.
• Validates that all required fields (Code, Name, Domain) are provided.
• Checks that the Code and cleaned Domain do not already exist in the Organization Master.

Troubleshooting Tips #

Issue	Possible Cause	How to Fix
Missing parameters	One or more required fields are blank	Ensure Code, Name, and Domain are filled in
Code already exists	Duplicate Code in the Organization Master	Use a unique code for each organization
Domain already exists	Domain already used by another entry	Double-check the cleaned domain and ensure uniqueness