The import file must be a comma delimited (.csv) file.An excel file can easily be saved as a comma delimited (.csv) file by selecting the File >> Save As option and changing the Save As Type field to “CSV (Comma Delimited) (*.csv)”.

The first row of the import file is referred to as the header row. Every import must contain one of these and it must adhere to the rules outlined below. If the rules below are not followed the import will be unsuccessful. The second row of the file will be considered to be the first row of data to import.

If an error occurs on any row, it will flag that row as an error and continue processing subsequent rows. The import screen will then display any errors that occurred and will provide the number of rows that failed/succeeded.

If you try to import data into a text field and that data is longer than what the text field can accept, your data will be imported but the excess data will be truncated. For example, the employee name fields are limited to 50 characters. If you try to import a name that exceeds 50 characters, the excess characters will get cut off.

Due to the nature of this import and the number of fields it can impact, backing it out is a manual process. This import cannot be automatically “undone”.