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Managing CSV Data

CSM can import .csv files into an existing CSM Business Object, but imports have no data update capabilities. In other words, .csv imports are used for adding records, or for deleting and replacing entire tables, but they cannot be used to update an existing record because the import always creates a new row (or a duplicate row), regardless of prior entries.

In order to be imported, the .csv file must have a column name specified in the first row. Also, any data that contains commas or quotes should have double-quotes around the value. A double quote is included by being doubled. For example: "The ""very"" important data" imports very with one set of double quotes. To include carriage returns, place the text \R\N into the string. To actually include the text "\R," double the slash: \\R. Most of these things are automatically done by programs that support exporting in a .csv format.

Here is an example file:

Title,First Name,Last Name,Email address,Company,Job Title

Mr,Mark,Jones,mark_jones@rada.com,"Rada Inc.","VP, Director, Process Excellence"

Ms,Leann,Johnson,ljohnson@wavings.edu,The Wavings Institute,Information Technology

In Excel, it would look like this:

CSV File Format

Each row can have its values imported into a Business Object and/or related Business Objects. For example, if each row of the .csv file contains an Incident and its Customer, Journal, and Specifics data, then the import can create an Incident Record and use its Relationships to create associated Customer, Journal, and Specifics Records. Be aware that each row can create only one instance of a record for each Relationship. For example, it cannot create two Journals from the same data row unless using two different Relationships.

Note: CSV data can only be imported, it cannot link to CSV data.

To help manage .csv imports, CSM provides the Import Data Wizard. CSM also provides the Stored Import Definition Manager to help manage (create, edit, and delete) Stored Imports (imports to save and reuse).

Tip: Use the Scheduler to import the data on a scheduled basis.

The most common way to prepare a .csv file for importing is to use Microsoft Excel. If possible, create column headers matching the intended CSM Field names so that the Import Data Wizard automatically links them. Save an Excel Spreadsheet as a .csv file by selecting File>Save As and choosing the .csv file format from the Save As Type box.

In This Section

Run a One-Time Import of CSV Data

Use the Stored Import Definition Manager for .CSV Files

See Also

Data/Database Tools

About Data and Databases

Managing External Connections

Managing a CSM Database

Configuring Database Security Rights