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Create Business Views from CSVs

Introduction

A basic text file with commas used to divide the contents is called a CSV (comma-separated values) file. Spreadsheets and databases are the most usual places to find CSV files. Programs that are not often able to interchange data can transport data by using a CSV file.

Steps to use a CSV file as a business view

  1. Select Manage Business Views page via the left navigation or the Business Views card.

    you must have a designer license to complete this action

  2. Select Create Source on the top right of the page.
  3. Add a name (required) and description (optional) to your business view.
  4. Select Add under the Entities section and select From File.
  5. Name  your entity.
  6. Select Upload New File, if you want to add a new CSV. If a file was previously uploaded, you may select that file from the Select File drop down .
  7. Enter the following details in the upload form:
    1. Enter Display Name.
    2. Enter Description (optional).
    3. Click Browse to browse the files (it must be a .CSV file type).
    4. Single Quote Char should be pre-populated.
    5. Field Delimiter should be pre-populated. Number of records to display will determine how many rows of data you want shown in the preview.
    6. Select Preview to confirm the data looks as expected.
    7. Select Save.
  8. You may now choose to deselect any unwanted fields, or edit the file to make changes to the upload.
  9. Select Apply.
  10. Select Save Source. Your CSV file should now be available in your list of business views

Published:

Create Business Views from CSVs

Introduction

A basic text file with commas used to divide the contents is called a CSV (comma-separated values) file. Spreadsheets and databases are the most usual places to find CSV files. Programs that are not often able to interchange data can transport data by using a CSV file.

Steps to use a CSV file as a business view

  1. Select Manage Business Views page via the left navigation or the Business Views card.

    you must have a designer license to complete this action

  2. Select Create Source on the top right of the page.
  3. Add a name (required) and description (optional) to your business view.
  4. Select Add under the Entities section and select From File.
  5. Name  your entity.
  6. Select Upload New File, if you want to add a new CSV. If a file was previously uploaded, you may select that file from the Select File drop down .
  7. Enter the following details in the upload form:
    1. Enter Display Name.
    2. Enter Description (optional).
    3. Click Browse to browse the files (it must be a .CSV file type).
    4. Single Quote Char should be pre-populated.
    5. Field Delimiter should be pre-populated. Number of records to display will determine how many rows of data you want shown in the preview.
    6. Select Preview to confirm the data looks as expected.
    7. Select Save.
  8. You may now choose to deselect any unwanted fields, or edit the file to make changes to the upload.
  9. Select Apply.
  10. Select Save Source. Your CSV file should now be available in your list of business views

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