Processing custom CSV files

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: admin.

    이 태스크 정보

    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.

    프로시저

    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