Which import/export file types are supported?

This article describes which file types are supported for imports and exports.

Supported file types

• File imports: CSV and XML are supported
• File exports: CSV, XML and HTML are supported

XML files

• Fortes Change Cloud and Principal Toolbox both support the W3C XML specification
• XML files have to be formatted with the root tag <objects> and correctly named object tags; you can use an export to find the correct object tags
• The import file has to contain all fields that you configure in the field mapping of your import task
• XML files have to be UTF-8 encoded

Example:

<objects>
     <Entry>
           <fields>
               <Costs>0.00</Costs>
               <Date>2005-01-03</Date>
               <HourRate>0</HourRate>
               <Hours>0.00</Hours>
                   <SAPID>118225</SAPID>
                   <Person> 1296</Person>
            </fields>
      </Entry>
</objects> 

CSV files

• Column headers can only contain regular characters or “_” (no special characters, no spaces!)
• Each line must contain all fields
• The standard separator is semicolon ‘;’. The separator is configurable in the import task

Example:

Costs;Date;SAP_ID;Category;Type
25000;2018-01-01;118225;Opex;Budget
150.50;2018-01-30;118225;Opex;Actual

HTML files

• This export file type has to be activated by licence key. Please contact customer Support.