Caution:
One common irregular character is using a double quote to indicate inches,
as in 10" widget.
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The following tips and warnings will help you perform your data imports without errors.
Text files have the following limitations:
Column headers cannot contain spaces
The title of the text file cannot contain periods
Data in text files can't contain irregular, or non-alphanumeric characters. For example: &, %, *, /, ", etc.
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To fix these problems, we recommend you take one or more of these steps:
Remove the spaces or irregular characters
Replace spaces with underscores or dashes
Surround the problematic text with double quotes (")
Import the text file into Microsoft® Access®
If you find that some data is missing after importing a text file into ServiceCEO, the problem may be because the columns and/or fields in the text file have different formats. For example, if you have one column where some fields are letter-based but others are number-based, some of these values may be dropped when importing into ServiceCEO. To fix this issue, put quotes around all of your values. If you have large number of fields and/or columns where this problem occurs, we recommend you import this file into Microsoft Access, format each field correctly, and then import the Access file into ServiceCEO.
You may encounter problems if you import a text file larger than one megabyte. Please either split your file into multiple one megabyte files or import the data into Microsoft Access and import the Access file.
Any nulls (i.e., a field with no value) in the selected key fields will generate errors. Replace any null values with either a zero or a space to avoid these errors.
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Time stamp values are not imported correctly. The date will be kept, but specific time information will be changed to midnight of that date.
Do not use the same location name for two different customer locations.
Any nulls (i.e., a field with no value) in the selected key fields will generate errors. Replace any null values with either a zero or a space to avoid these errors.
If you have customers with identical names but different addresses in your import file that you want to import as separate customers (not two locations for the same contact), you will need to map an extra customer-level field to the address as a key field on the second page of the Data Import Wizard. We recommend you use one of the custom fields (one of the "Extra" fields).
The product description cannot contain more then 255 characters, including spaces, or an error will result.
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