Product guideOpen GoRefer
On this page
Firm admins

Master data

Upload source data, inspect normalized records, and resolve reconciliation issues before using the data downstream.

Verified September 5, 2026Open in GoRefer

Data workflow

Master Data is an admin workflow for bringing structured records into GoRefer. Review validation and reconciliation results before treating an import as complete.

  1. Upload a supported source and map its columns.

  2. Review parsed records and validation results.

  3. Resolve duplicates or mismatches in Reconciliation.

  4. Open View Records to confirm the retained data.

Master Data UploadFirm adminUpload and map structured practice data./master-data/upload/View RecordsFirm adminInspect the normalized records currently stored./master-data/records/ReconciliationFirm adminResolve unmatched, duplicate, or conflicting records./master-data/reconciliation/