Loading a CSV File - Introduction

The source of Data Elements is usually an Excel file provided by the client. However the system recognizes data files in .CSV format only. Consequently, the first action is converting your Excel file into a .csv format.

Since the data source is external, your first step is checking that the worksheets of the original data do not contain error cells. The columns and the rows shall be properly labelled since these labels serve as field identification for data elements.

The CSV-Loading tab in the Tools module displays the characteristics of the CSV files uploaded to the system. This screen also enables handling and uploading/updating CSV files in the system.  

The operational functions for loading a CVS file include:

CSV File – Loading a File

CSV File Loading – Data Handling Buttons 

CSV File Loading - Changing the File Type

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