WEBVTT

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What does a CSV file send to another system?

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CSV represents records and fields as text for exchanging tabular information.

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Understand the receiving system.
6 CSV import checks.

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Start with the records
Identify what one record represents in this transfer.
One record · Useful fields · Expected values

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Review the field names
A header can identify the fields expected by the receiving system.
Optional header · Field names · Agreed order

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Agree the actual format
Check the separator, quoting and text encoding expected by the importer.
Field separator · Quote handling · Text encoding

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Handle commas inside values
Quoted fields can keep a comma within the value it belongs to.
Comma in a value · Quoted field · Correct boundary

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Check imported values
Inspect dates, identifiers and text after a small trial import.
Sample records · Expected dates · Correct identifiers

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Reconcile the result
Compare the received records with the intended transfer.
Record count · Accepted values · Import messages

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Your checklist
Start with the records · Review the field names · Agree the actual format · Handle commas inside values · Check imported values · Reconcile the result

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Review a small import before changing a large set of records.
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