Creating the Data Import File

Before you begin loading, you must create an import file for each artifact that you want to import (data, smart lists, and exchange rate tables). The import file must contain a header record, and then below the header record, a list of data records that you want to import or update. The file format can be .csv (comma-delimited), or .txt (tab-delimited or other delimiter characters).

For examples of Data Import files, see Example: Data Import File - Periodic View, Example: Data Import File - YTD View, Example: Data Import File - Overrides, and Example: Data Import File - Exchange Rates.