Introduction
This article outlines the correct structure and formatting rules required for CSV files to be successfully imported using the Easy8 XML/CSV Importer. Following these guidelines helps prevent import errors and ensures compatibility with system data mapping.
Target audience
- Administrator
- Implementation Consultant
General Format Rules and Requirements
| Requirement | Description |
|---|---|
| File type | The file must be in CSV (Comma Separated Values) format. |
| Delimiter | Fields must be separated by a comma (,) — semicolons (;) are not supported. |
| Encoding | The file must use UTF-8 encoding. |
| External ID | Each row must include a unique value in the field easy_external_id. This identifier must be globally unique across the entire Easy8 instance. |
| Duplicate handling | If easy_external_id is not unique, the importer will overwrite the existing record that shares the same ID. |
| Date format | Use yyyy-mm-dd for dates, or yyyy-mm-dd hh-mm for date and time values. |
| References | Any referenced data (e.g. user ID, tracker ID, task status ID) must use the corresponding ID from the Easy8 database. |
| Required fields |
All required fields must be present and filled in. For task imports, these fields are:
|
| Country field | When importing a country into a custom field with the “Select country” format, use the ISO 3166-1 alpha-2 code (e.g. US, DE, FR). This is especially relevant for CRM contact imports. |
