Specify file structure

In this step, you specify how the values of the import file are set up. The settings that you specify apply to the entire import file or for all import files. It is not possible to specify varying settings for individual import files, data records or data fields.

Step by step

To specify the file structure of the import file, proceed as follows:

  1. Open the import in the Settings workflow step.

  2. Click the Edit button next to File structure.

    The File structure dialog box is displayed.

    Note: The format specifications that can be made in the File structure dialog box are based on the ISO 8601 standard.

    Name

    Description

    Yes/No value

    The setting that you specify here relates to all columns of the Yes/No data type, with the exception of the Tracking permission column.

    Note: The setting for the Tracking permission column must be made separately in the Column assignment dialog box.

    You can specify either the value for Yes or the value for No. If you have specified a value for Yes, all other values in the column will be interpreted by the system as No. If you have specified a value for No, all other values will be interpreted by the system as Yes.

    You can enter any characters in the input field. The system does not distinguish between upper and lower case. You can also leave the input field empty. The system will then interpret empty data fields in the import file either as Yes or No, depending on the setting. (Please also see the examples Example 1: CSV import and Example 2: CSV import.)

    Date format

    Select the date format here.

    You can also enter the date format manually. In this case, please follow the ISO 8601 standard.

    The current date is then displayed below the list box or input field in the previously specified format.

    Time format

    Select the time format here.

    You can also enter the time format manually. In this case, please follow the ISO 8601 standard.

    The current time is then displayed below the list box or input field in the previously specified format.

    Date/time format

    Select the date/time format here.

    You can also enter the date/time format manually. In this case, please follow the ISO 8601 standard.

    The current date and time are then displayed below the list box or input field in the previously specified format.

    Thousands
    separator

    Enter the thousands separator here.

    Please note that the thousands separator and the decimal separator should not be identical.

    Decimal separator

    Enter the decimal separator here.

    Please note that the decimal separator and the thousands separator should not be identical.

    Import file

    email,first name,surname,already a customer

    a.allmeier@inxmail.de,Andreas,Allmeier,true

    d.dannenberger@inxmail.de,Doris,Dannenberger,-

    h.hemberger@inxmail.de,Herbert,Hemberger,-

    j.bloggs@inxmail.de,Joe,Bloggs,true

    p.petersen@inxmail.de,Petra,Petersen,true

    Yes/No value

    Data in Inxmail Professional

    Notes

    true was specified as the Yes value.

    In Inxmail Professional, the Already a customer column has the Yes/No data type.

    In Inxmail Professional, the check box in the Already a customer column is selected for all data records with the value true.

    In Inxmail Professional, the check box in the Already a customer column is not selected for all data records with the value - (hyphen).

    Import file

    email,first name,surname,already a customer

    a.allmeier@inxmail.de,Andreas,Allmeier,active

    d.dannenberger@inxmail.de,Doris,Dannenberger,

    h.hemberger@inxmail.de,Herbert,Hemberger,—

    j.bloggs@inxmail.de,Joe,Bloggs,active

    p.petersen@inxmail.de,Petra,Petersen,active

    Yes/No value

    Data in Inxmail Professional

    Notes

    active was specified as the Yes value.

    In Inxmail Professional, the Already a customer column has the Yes/No data type.

    In Inxmail Professional, the check box in the Already a customer column is selected for all data records with the value active.

    In Inxmail Professional, the check box in the Already a customer column is not selected for all data records with the value '' (no entry) and ''—''.

  3. Specify your settings in the fields.

    You can choose values from the drop-down lists or you can enter valid values manually.

  4. Confirm the dialog box by clicking OK.
  • You have now specified the format of the import data.

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