Importer App: CSV Rules and File Requirements


Teena Blaydes -

File Requirements

  • All headers are case-sensitive; Must be downcased
  • All preset values are case-sensitive; Casing varies
  • File must be exported in a true .CSV format
  • File may not be another file type with a .CSV extension added to it
  • File must be exported in Unicode (UTF-8)

UTF-8/Bad Encodings

Note: If you don't use UTF-8 format, it can cause bad encoding issues, which can lead to poorly translated records or failure to sync/import correctly. If you are using Excel, you can choose "CSV UTF-8" to ensure you have the proper formatting following these steps:

For Windows Excel:

To save a text file as a CSV, UTF-8 encoded in Excel:

    • Choose File->Save as from the menu.
    • In the 'Save as type' dropdown > select 'Comma Separated Values (*.csv)'
    • Select 'Web Options' in the 'Tools...' dropdown at the bottom of the dialog box.
    • Select the 'Encoding' tab.
    • In the ‘Save this document as:’ dropdown, select ‘US-ASCII’

For Mac Excel:

 

 

For other methods:

https://docs.moodle.org/24/en/Converting_files_to_UTF-8

 

 

 

 

Tips:

  • If you're unsure of the details in your file, you may use your command prompt to return some detail: $file filename.ext           (e.g. $file users.csv)
  • Additionally, you may either view the file in a text editor or use a tool like the 'File Viewer'.
  • If you are still having issues, please reach out to importer@joinhandshake.com.

 

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