Each row in a CSV file corresponds to a new record, and each column is a field to be populated on the form.
To edit the CSV file
| 1 | Open the CSV file in Microsoft Excel or a compatible application, such as a text editor or Notepad. |
| 2 | To add header (upper form) data to the file: |
| a | Move your cursor to an empty line and type an H in column A. |
| b | Press the Tab key to move to the next column and enter the value that you want to import for that field. |
| c | Repeat step b for all the fields in the row. |
| 3 | To add detail form data to the file: |
| a | Move your cursor to an empty line and type a D in column A. |
| b | Press the Tab key to move to the next column and enter the value that you want to import for that field. |
| c | Repeat step b for all the fields in the row. |
| 4 | If you have additional line item data that needs to be imported, repeat step 3 and its sub-steps until you have entered all the line items you want to import. |
Note: Do not add, move, or delete the columns in the CSV file.
| 5 | Save the file. |
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