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://
, orwww.
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
andDomain
.
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
orDomain
), they will be returned in theerrors
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://
, andwww.
from domain names before checking for duplicates. - Validates that all required fields (
Code
,Name
,Domain
) are provided. - Checks that the
Code
and cleanedDomain
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 |