Import CSV file best practices

Keep these guidelines in mind when importing data with CSV files:

The data you include in a CSV file should conform to the same constraints enforced throughout the Determination user interface.

Avoid using special characters if your data doesn't require them (for example, <, >, &, ", ').

Blank spaces at the end of lines, as well as blank rows, may cause all or part of an import to fail.

Import data is case-sensitive.

Overlapping records within the same file aren't validated (for example, dates and product mappings).

Dates must be in the MM/DD/YYYY format (for example, 11/30/08 is interpreted as 11/30/0008).

Booleans must be Y or N. If you enter Yes or No, the values default to N (worst case is Yes = N).

In updated records, if you don't include data in optional columns or fields, the default value is NULL.

Each import type has its own column definitions, including required columns, optional columns, and prerequisites.

This article applies to: