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Preparing Preparing

Preparing your CSV file

The FOLIO Importer assumes that your CSV file is based off a default Microsoft Excel-styled CSV file. Fields are separated by commas and any content that must be treated literally, such as commas and new lines/'carriage returns' themselves are enclosed in quotes.

For Microsoft Excel and OpenOffice, it is not necessary to quote values in cells as these applications handle this automatically.

CSV file requirements

In addition to being 'well-formed', CSV files have the following requirements.

Each CSV file must possess a heading row with a columns header

The CSV file import wizard (below) uses a CSV file's header row to determine how to map data from the CSV file's 2nd row and beyond to fields in FOLIO.

The header row should avoid containing any punctuation (apart from the commas separating each column) or the importer may not work correctly.

Commas (as column/field separators) cannot be omitted

For example, this is valid:

Encapsulating FOLIO data structure in your CSV file

Capturing data that spans multiple lines

Use double-quote marks (") in your CSV file to capture data that spans multiple lines. For example, upon import, FOLIO will treat the following as a valid CSV file with a single record:

Treating special characters literally

Use double-quote marks (") around a section of text to treat any special characters in that section literally. Once this data is imported into FOLIO, these special characters will be stored as part of FOLIO's field data. Examples of special characters include carriage returns/enter characters (as shown in the example above), commas, etc.

To treat a double quote mark literally, you can 'escape' them with another double quote mark character. Hence, the CSV value:

• "This is for the ""HQ"" rent"
  once imported, will be stored in FOLIO as:
• This is for the "HQ" rent

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Running Running

Running the CSV file import wizard

Before you begin: If your FOLIO installation has existing data — We strongly recommend that you Back up your existing FOLIO data  by backing up your JIRA data.

1. Go to your folio in which you want to import some data.
2. Select the mode (Budget, Costs, Revenues, Team) in which you wish to import some data.
3. Click on     of the selected mode browser ---   Keyboard shortcut: i 
    
4. On the CSV File import page, select your CSV Source File.
5. Specify the date format used in your CSV file. Use the syntax that complies with the Java SimpleDateFormat. 
6. Select grouping and decimal separators
    
7. Click the Next button to proceed to the Setup field mappings step of the CSV file import wizard.

8. In the FOLIO field column, select the FOLIO fields you want to match to fields defined in your CSV file. For more information about matching CSV fields to FOLIO fields, see Tips for importing CSV data into FOLIO fields below.
    Note: If your CSV file contains more than one of the same field name specified in its header row, the last one will override all the previous ones.

9. Click the Import button when you are ready to begin importing your CSV data into FOLIO. The importer will display a complete report when the import is complete.
    Note: You can access the latest report from the button.  The latest report is stored only for the user session duration.

Congratulations, you have successfully imported your CSV data into FOLIO! If you have any questions or encounter any problems, please contact FOLIO support.

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Tips Tips

Folio section-specific CSV import

• Planned Costs/Revenues Import
• Actual Costs Import
• Actual Revenues Import
• Team Member Import