Editing the CSV File
Each row in a CSV file corresponds to a new record, and each column is a field to be populated on the form.
Note: Do not add, move, or delete the columns in the CSV file.
To edit the CSV file:
- Open the CSV file in Microsoft Excel or a compatible application, such as a text editor or Notepad.
- To add header (upper form) data to the file:
- Move your cursor to an empty line and type an H in column A.
- Press the Tab key to move to the next column and enter the value that you want to import for that field.
- Repeat step b for all the fields in the row.
- To add detail form data to the file:
- Move your cursor to an empty line and type a D in column A.
- Press the Tab key to move to the next column and enter the value that you want to import for that field.
- Repeat step b for all the fields in the row.
- 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.
- Save the file.
Last Published Friday, June 21, 2024