CSV File
A Comma-Separated Values (CSV) data file, or a CSV template file, enables you to import or export data to and from Unifier. Each row in a CSV file corresponds to a new record and each column is a field to be populated on the form. For more information about importing and exporting a CSV template, see Importing Data from an Outside Data Source.
Note: CSV supports all data definitions.
As an example for how the data is updated by way of a CSV file, the following explains how the data definition type of "Company Picker" (for example, a contractor's name) is updated in the CSV template. The update is applicable to both upper form and detail form data elements of the Company Picker type.
Project-level business process
When Company Picker exists in a project-level business process, the system checks to ensure that the value you had entered in the Company Picker field of the CSV template is an active and valid company. The valid values for the Company Picker are:
- Owner company
- Member companies in the shell
Company-level business process
When Company Picker exists in a project-level business process, the system checks to ensure that the value you had entered in the Company Picker field of the CSV template is an active and valid company. The valid values for the Company Picker are:
- Owner company
- All active partner companies
Note: In both cases (project and company), if the CSV template contains an invalid value, then the system displays a message indicating that the company name is not a valid value for the selected data element.
In This Section
Exporting a CSV File with or without an Import
Importing a CSV Template Data File
List of Impacted Sheets and Modules
List of Modules Only Impacted by Exporting
Last Published Thursday, January 4, 2024