File Criteria Page

The File Criteria page allows the user to specify information about the file and provides a file preview. This allows the user to map columns selected file to import fields, exclude unnecessary fields, and validate the file format. The Criteria format depends on the selected file. If the selected file is an Excel format (XLS or XLSX format), then the File Criteria page is configured for Excel Files. If the selected files is a Comma Separated Value (CSV) format, then the File Criteria page is configured for CSV files.corrected.

CSV File Criteria

When a CSV file is selected the File Criteria Page displays the CSV File Criteria. This Criteria includes specific information about delimiters and date formats as well as providing a file preview. The specific inputs for the CSV File are defined as follows.

  • Include Header. This check box specifies whether a header row is included in the import file.
  • Field Separator. This field identifies the character which separates fields. Typically, a comma (,) is used for CSV files. However, the separator may be a semicolon (;) or period (.). The standard process in the U.S. is to use a comma (,) as the field delimiter and a period (.) as the decimal separator. The standard process in Europe is to use a semicolon (;) as the field delimiter and a comma (,) as the decimal separator.
  • String Delimiter. This field identifies the character which denotes the beginning and end of strings. Typically, strings are denoted using double quotes (") or a single quote (‘).
  • Decimal Separator. This field identifies the character used as the decimal point. Typically a period (.) or a comma (,) is used.
  • Date Format. The Date Format box provides a list of date fields in the import and shows the default format options. Users can type alternative valid date specifications in the Date Format column. The Date Formats button brings up a dialog with common date format codes.
  • Rescan File. This action re-scans the import file.

If any errors are found in the file preview (e.g. required field is missing or unrecognizable date format), the error will be displayed above the file preview, and the user cannot continue with the import until the error has been corrected

Excel File Criteria

When an Excel file (XLS or XLSX) is selected the File Criteria Page displays the Excel File Criteria. This Criteria allows the user to specify information about the file and provides a file preview. The specific inputs for the Excel File are defined below.

  • Include Header. This check box specifies whether a header row is included in the import file.
  • Rescan File. This action re-scans the import file.

If any errors are found in the file preview (e.g. required field is missing or unrecognizable date format), the error will be displayed above the file preview, and the user cannot continue with the import until the error has been corrected

Mapping Fields

Regardless of whether the import file is a CSV or Excel file, the File Criteria page allows the user to map columns in the import file to import fields or exclude unnecessary fields The first record of the file preview has a drop down with valid import fields for the specified import. If a header row is included in the import file and a field in the file matches an import field, these will be pre-populated. If a match is not found, or the file does not contain a header row, this field will be empty. The user can map columns in the import file to an import field by selecting the appropriate field in the drop down. To exclude a column from the import, set the field to empty

Actions

The following actions are available on the File Criteria Page.

  • Back. This will open the prior page (Select Data Source Page) of the Import Wizard.
  • Next. This will open the next page (Additional Criteria Page) of the Import Wizard.
  • Finish. This will execute the import using default options for the remaining pages of the Import Wizard.
  • Cancel. This will cancel the import and close the Import Wizard dialog.