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CSV import file specification/s (General)

posted by Gregory West(R) E-mail, Manitoba Canada, 26.06.2015, 09:27

Hi there, lets see if I can help you. I have done a great deal with the imports with my clients. What information are you looking to import into services? The actuall service codes, or transactions month to month?

Hi Support
I'm needing to import a csv file of services.
What is the correct (or desired) format of the csv file ?
Should the csv file contain "Titles" in line 1 ? Yes/No ?
I searched the user manual for "csv".
Sorry if I've missed this important information in some other place.
More thanks

---
Gregory A. West
DB&W Systems Limited

 

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