Provide a unique file load name, and information about the source file to load.
If the source file format does not match what you define for the file load, the file cannot be successfully processed.
This is an example of the first few columns and rows of a source file:
"Name", "ID Number", "Birthday" "Smith, Jon", "12345", "27-09-1950" "Lee, Jennie", "67890", "10-10-1979"
This table describes source file format elements and the format definition for the above example.
| Format Element | Description | Source File Example | Source File Format Definition |
|---|---|---|---|
| File header | The first line in the file, with attribute text describing the values in the corresponding column | "Name," "ID Number," "Birthday" | File header exists |
| Column delimiter | The alphanumeric character that separates column values | The comma between separate fields, for example between "Smith, Jon" and "12345" | , |
| Field enclosed by | The alphanumeric character that encloses a column value, used if values contain the column delimiter | The quotation marks, to indicate that "Smith, Jon" maps to a full name field, whereas Smith, John without quotation marks would map to last and first name fields | " |
| Date format | The format of date values in the source file | "27-09-1950" and "10-10-1979" | DD-MM-YYYY |
Specify if the file includes organization or person records. If the persons are also contacts for organizations, you must provide a mapping that includes the organization name attribute. See: Providing Mappings.
Select information types to be loaded. See:
Your party and information type selection determines the interface table attributes that are available to be used for mapping to the source file attributes.