Processing custom CSV files

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can process CSV files that are delimited by a character other than commas.

    Avant de commencer

    Role required: admin.

    Pourquoi et quand exécuter cette tâche

    This is an advanced step to create a CSV import. Normally, you would upload the data and import it directly using System Import Sets, which will create this CSV data source for you automatically.

    Procédure

    1. Create the data source record.
    2. Attach the CSV file to the data source.
    3. Customize the Data Source form and add the CSV Delimiter field.
    4. Enter the character you want to use as the CSV file delimiter, such as the pipe symbol (|).
    5. Test load the data source.
      Data source