Append a CSV to your dataset

You can import data from external sources, such as third-party applications, by saving the data to a CSV file in the required format and appending it to a new or existing dataset.

The CSV file you are appending must meet the following criteria:

• It must be formatted as a valid comma delimited file.
• Each row is written on a separate line.
• Date values are formatted correctly. The following UTC format (ISO 8601) is required: yyyy-MM-ddTHH:mm:ss.SSSZ
• Numeric values are formatted correctly. Only numeric values and a period as a decimal separator are permitted.
• Text fields have a size limit of 65KB.
• Include all header entries specified in the template, and a value or blank for each field on each data row.
  Note: Appending data will fail if header entries are included that are not found in the dataset structure.
• Specify unique values for recordExternalId if the dataset includes a multiple response activity.
• For single response activities, if you include values for the optional ownerId field, you must ensure that the ownerId values specified are unique in the CSV file.
• The file size must be less than 500 MB.

Use the CSV file template as the starting point for populating the CSV to append. You can save the template with a meaningful name and edit the CSV file using a spreadsheet application or text editor. For each row, you need to specify a value or leave a blank for each field in the header. If the header has eight fields defined, you must have eight fields in each row separated by commas with or without values.

1. Click the App Drawer and select Datasets.
2. In the Datasets table view, select the name of the dataset you want to append the CSV file to.
3. Select CSV File > Append Data.
4. In the Append Data dialog box, click Browse and then select the CSV file to append and click Open.
5. Click Confirm.

The CSV file is uploaded and checked for errors. If errors are identified, only the first 20 errors identified are listed. You need to resolve any errors identified in the file, and try to append the corrected CSV file again. Each error message identifies the exact line and field where the error occurred, and typically lists the allowed values for that field. Once the CSV file is successfully uploaded and no errors are identified, the contents of the CSV file are appended to the dataset.