Preparing Files for Import

To be loaded into Ajera CRM, a file must be either a text file (with the extension .txt or .csv) or an ODBC DSN file (Access table or another SQL Server database).

Contents of Rows of Data

Data entry tables contain rows of data.

• Each row contains a single line item.
• The rows are composed of data fields.
• Each data field has a specific length.
• Data fields are in a specific order.

You create files using fields that are less than or equal to the required length, separated from each other by delimiters (for example, by tabs).

Guidelines for Preparing Text Files

You must follow these rules when you prepare a file to be imported:

• The file must contain rows.
• Field order must match the order of selected fields on the Import form.
• Text fields can begin and end with valid text qualifiers.
• Fields must be separated by valid delimiters. Valid delimiters are:

  TAB	^
  @	|
  #	;
  $	,