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Considerations for Preparing a CSV File for Upload
Let’s look at the prerequisites and considerations to prepare your CSV file. Ensure that the file complies with the specified format to make sure that your CSV upload goes smoothly and that all the data is added or updated successfully.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled |
Prerequisites
- Ensure that each column has a header and that the header names have no spaces. Header names are used as input and output variables in the expression set that calls the decision matrix.
- If you use a CSV file to update data in an existing decision matrix version, ensure that the header names in the file match the header names in the matrix.
- If you use a CSV file to create a new decision matrix version, ensure that each row is a unique combination of input values.
- For numeric data in your CSV file, ensure that every value in the same column has the same number of decimal places. When a rule calls a decision matrix, ensure that the values in the Number, Currency, and Percent type columns match exactly. For example, 20 and 20.00 don't match.
Considerations
- You can upload up to 50,000 from a CSV file to a matrix version at a time.
- After uploading a CSV file, you can't rename columns if the matrix has more than 1,000 rows.
- Multiple rows can contain the same output value or combination of values for different input values.
- If two rows in the CSV file have the same input values, only the first row is uploaded.
- If the cell values in the CSV file start with the special characters =, +, -, or @, the cell values are prefixed with a single quote (') in the decision matrix version. If the numeric columns in the CSV file have negative integers in cells, the minus sign for the cell values is retained in the matrix version without prefixing a single quote.
- When you use a CSV file to update a decision matrix version, the file is scanned for new
rows. The file is also scanned for rows that have the same input values but different
output values from the matrix. You can select one of these options:
- Overwrite Duplicate Rows: If the CSV file rows and the matrix version rows have the same input values but different output values, this option updates the matrix version with the output values and new rows from the CSV file.
- Import New Data: Ignores rows with duplicate input values and uploads only the new rows from the CSV file.
- When you import a CSV file to the decision matrix, any field value that begins with the +, -, @, or = operator is appended with a single quote. Prefix the values to make sure that the values are treated as text and not processed as formulas.
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