Exporting a CSV File

When you export a CSV template, the column headers appear according to your Preferences settings.

  • If you enter data for any text type data element (DE), the system does not translate the data. For example, "Vendor Specialty" is a text type DE. If the user enters "Electrical Appliances" as the data, the entry is not translated according to the Preferences settings.
  • Do not include currency or digit grouping symbols when you enter data. The system captures this information as part of the header information and according to your user Preferences settings. If you include currency or digit grouping symbols, the system displays an error message.
  • Enter negative numbers with a minus sign at the beginning of the number. For example, -10000,99 means minus 10000 comma 99. The decimal symbol is a comma.
  • If you enter a value in a date field or in line items through CSV, the values appear according to your Preferences settings.

Additional Information about Exporting a CSV File

All error messages, including system, custom, and form validation messages, appear according to your Preferences settings.

The file name of an exported file is not translated automatically.

When you use CSV to import data, do not remove any comments, including instructional text, from the CSV file. Removing comments causes import failure.

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

When the system compares strings, it ignores leading and trailing spaces ("white space" at the end of a line). For example:

  • The Line Item tab name in uDesigner is “ Budget Details ”.
  • The CSV import template can contain “Budget Details ”, “Budget Details”, or “ Budget Details ”.
  • The system trims spaces as needed and compares the value with the uDesigner tab name “Budget Details”.

Affected Modules

The following modules are affected:

  • CSV Import for all Business Processes for record creation
  • CSV Import under Code and Records-based Configurable Managers 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