Using CSV Files

A comma-separated values (CSV) data file or CSV template file lets you 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 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 (DDs).

For example, the following describes how a Company Picker data element (DE), such as a contractor name, is updated in the CSV template. This update applies to both upper form and detail form DEs of the Company Picker type.

• Project-level BP: When a Company Picker exists in a project-level BP, the system checks that the value you enter in the Company Picker field of the CSV template is an active and valid company. Valid values for Company Picker are:
  • The owner company
  • Member companies in the shell
• Company-level BP: When a Company Picker exists in a company-level BP, the system checks that the value you enter in the Company Picker field of the CSV template is an active and valid company. Valid values for Company Picker are:
  • The owner company
  • All active partner companies

Note:

In both cases, if the CSV template contains an invalid value, the system displays a message that the company name is not a valid value for the selected DE.