Upload File Processing

.csv File Format Rules

.csv stands for Comma-separated values and is a format for storing tabular data in a plain text file.

See: Wikipedia Comma-separated values

The first row in a .csv file lists the field names for the object that you’re processing. Each subsequent row corresponds to a separate record. A record consists of a series of fields that are delimited by commas. A .csv file can contain multiple records and constitutes a batch. All the records in a .csv file must be for the same object.

.csv File Rules

General

• Files must be in UTF-8 format.

• The field delimiter must be a comma.

• The line delimiter can either be CRLF (Windows format) or LF (Linux format).

Header (first) Row

• Field names are case insensitive

• Only required field names are required to be present in the Header row.

• The order of the fields in the Header row does not matter.

Data Rows

• A required field must contain a value in each data row.

• The order of the fields in the data row must match the order the fields were specified in the header row.

• If an optional field was specified in the header row, then it must be accounted for in the data row. However, its value is optional and can be left blank.

• If a field value contains a comma, then the field value must be contained within double quotes.

• Example 1. Example .csv field value containing a comma character

"VP of DevOps, Eastern Region"

• If a field value contains a double quote, then the double quote must be escaped by preceding it with another double quote.

• Example 2. Example .csv field value containing a double quote character

"This is the ""gold"" standard"

• All fields are trimmed of leading and trailing spaces.

• New lines are not supported inside a field value.