Content Manager 25.1 DataPort Help

# Checking what is needed in an import file

1. To see the structure that is required in for a Content Manager DataPort import file, it is suggested you create a record in Content Manager with the same attributes you'd like to import and then export it.

   For example, for importing records with a primary Contact, create a record with a primary Contact.

2. After the export, open the export file with an application such as Microsoft Excel so the structure and format of the exported fields are clearly visible.

NOTE: If you use Microsoft Excel or any spreadsheet applications to edit your import file,it is recommended that you set all column formats to be Text to ensure the application doesn't apply it's own formatting to the fields.

1. Copy and paste the header row that contains the field names into an empty spreadsheet and create your own data.

   Remember when saving to select Text (Tab Delimited) to minimize problems with importing.

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Version 25.1 | Last updated July 2023
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Product: Content Manager 25.1

Topic Title: Checking what is needed in an import file