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)”. Each column heading needed for the import file is listed below. The import file must follow the exact order as presented below; if this order is not exact the import will be unsuccessful.
The import logic expects the column headings to be in the first row/line of the import file. The second row/line of the file is the first row that it tries to import. If an error occurs on any row, it will skip that row and process whatever rows it can. The import screen will display any errors that occur and will provide record counts.
Additional Details
If you want to remove data from a field you can enter <Blank> instead of data. The import will blank the data out of the specified field for you. If you just leave the field blank, the import will skip that field and not change the data that exists in that field.
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, Mailing Address Line 1 is limited to 200 characters. If you try to import text that exceeds 200 characters, the excess characters will get cut off.
The import logic for the Creation of a New Location Type, if the specified Location Type already has an address an Error is caused for that row. Import logic for the Update of an Existing Location Type is that that Location Type must already exist, if the specified Location Type does not exist an Error is caused, if more than one address exists for the specified Location Type an error is caused.
This import cannot be “undone”. Once the import creates and/or updates the data, there is no way to auto-magically reverse what you just did.