Exporting a CSV File

When exporting a CSV template, the column headers display according to your Preferences settings.

If you enter data for any text type DE, the data is not translated. Example: "Vendor Specialty" is a text type DE. If the User enters "Electrical Appliances" as the data, then the entry is not translated according to the Preferences settings.
You must not include currency and digit grouping symbols when you enter data because the information is captured as a part of header information and according to your User Preferences settings. If you enter currency and digit grouping symbols when you enter data, you receive an error message.
Ensure that you enter the negative number format with a minus sign at the beginning of the number: Example: -10000,99 (minus 10000 comma 99). The decimal symbol is a comma)
If you enter a value in the date field, or in line items, through CSV, the values display according to your User Preferences settings.

Additional Information about Exporting a CSV File

All error messages, system, custom, or form validation, display according to your Preferences settings.

The file name of an exported file will not be translated automatically.

When using CSV to import (CSV Import), ensure that you do not remove any of the comments (including the instructional text) from the CSV file. Removing comments will result in import failure.

To prevent receiving error messages, do not change the contents or structure of an exported CSV file.

When comparing strings, the leading or trailing space ("white space" at the end of a line) will be ignored by the system. The following is an example. Note the presence or absence of space in the example:

The Line Item tab name in uDesigner - “ Budget Details ”
The CSV import template may have “Budget Details ”, “Budget Details”, or “ Budget Details ”.
The system will trim the spaces if needed (“Budget Details. ” the space between the period and close quotation will be trimmed and interpreted as “Budget Details”) and this value will be compared with the uDesigner tab name “Budget Details”.

The following lists the impacted modules:

CSV Import for all Business Processes for record creation
CSV Import for Asset Manager Objects for record creation
CSV Import under CM - Code and Records-based manager for record creation
CSV Import under Planning Manager for record creation
CSV Import under Portfolio Manager for record creation
CSV Import under Shell Manager for record creation
CSV Import under Space Manager for record creation
CSV Import under User Administration for record creation
Line Item import for Line Item creation

Additional Information about Exporting a CSV File

See Also