Import Data From .csv Files

If you do not need to import real-time record or user data into your CSM system, you can import Business Object or user data from .csv (comma delimited) files as needed or create a Stored Import Definition that can be used repeatedly.

For example, you can create an Excel spreadsheet to import user data. Add a column for each field you want to import data to. A spreadsheet that has columns named Title, First Name, Last Name, Email address, Company and Job Title can be mapped for similar fields in CSM.

CSV File Format

When you save the spreadsheet as a .csv file, the data is saved as:

.CSV Reference

  • The .csv file must have a column name specified in the first row.
  • 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.
  • 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.