Bulk Data – Journal Import Specification

Summary

This article provides guidelines for using the Bulk Data application to import files to create Journal item records.

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Example File

File Format

General Format

The following general characteristics apply to Journal import files:

• File naming convention must be *.csv
• A header is required
• The header must be followed by one or more comma-delimited detail records
• Non-required fields can be empty
• The columns are not required to appear in a specific order. The order for a specific file is defined by the header record
• You do not have to include all columns in an import file

Import Identifier

The first row of the file must have the file format identifier, starting in the first position of the first row.  For the Journal import, the identifier is:

FORMAT:IDI/CostGuardBulkData/Journal

Note: “FORMAT:” is part of the identifier and must be included.

Header Record

The second row of the import file must contain the appropriate column names.  The column names are listed in the Record Layout section of this document.  The columns do not need to appear in a specific order.  Import files do not need to include all columns, only those that contain data to be imported. The field names must match exactly as listed in the layout.

Attributes

An import file may include any number of journal attributes. In the file header record, the attribute fields must be pre-fixed as follows:

ATTR_<attribute property name>

When using attributes, please contact customer support for the specific attribute property name to use in the Bulk Data file header. Only attribute display names are visible within CostGuard and may not match the corresponding property name.

Record Layout

The third row and beyond contain the Journal records to process.