CSV File Guidelines

Various features allow data to be uploaded file Comma Separated Values [CSV] files. This page describes guidelines for using those types of files.

CSV files should meet these guidelines:

  • All fields in the file should be separated by a comma (",").  

  • If any data includes a comma, that field should be enclosed in quotation marks (").  All fields can be enclosed in quotation marks, if you choose.

  • The first row of the file is the header row and contains the names of the fields you will be importing. None of these fields should be blank.

  • The order of the fields does not matter, as long as the required fields are included.

  • There should not be any blank rows in the file.  

    • Note: Sometimes a CSV file contains empty rows that you can't see. Before you submit your CSV file, make sure the last row of the data you wish to import represents the last row of the file.

      • Using Microsoft Excel, place your cursor on the last row of data.

      • Press the Down Arrow.

        • If the last row of data is the last row of the file, your cursor will not move down.

        • If it is not the last row of the file, position your cursor at the end of the file, and click Shift-Ctrl-End.

        • This will select all of the empty rows to the end of the file.

        • Click Delete and save the file.

  • The file should not include any special characters, such as ™, ©, or ®.