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 Compensation Calculation/Cost Estimate as an error and continue processing subsequent rows for additional Compensation Calculations/Cost Estimates. The import screen will then display any errors that occurred and will provide the number of rows that failed/succeeded. Note – a ‘row’ is considered to be the full Compensation Calculation or Cost Estimate. That is, if any information for a single calculation or estimate fails, the whole calculation/estimate fails; however, other calculation/estimate records on the import will continue to be processed.
The import does not support updating existing calculations or estimates, nor does it support deleting existing records.
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 not be imported. You will receive an error and the record (compensation calculation or cost estimate) will not be imported.
Any date values should be expressed in a sortable date format or in US standard month-day-year format. This includes “YYYY-MM-DD”, “YYYY/MM/DD” and “MM/DD/YYYYY.”