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Format guidelines for your license import file

Christopher Vicini
  • Updated

In this article:

    In this article, you'll learn how to format each column in your file to get the best results when you import your existing licenses.

    Preferred data format

    Data Format
    Title (optional) Title of license
    Organization (required) Name of organization
    Contact Name (required) First and last name
    Status (optional) Expected value is one of the following: ARCHIVED, ACTIVE, EXPIRED or IN PROGRESS
    Expiration Date (optional) Preferred format is: MM-DD-YYYY
    Type (optional) Expected value is one of the following: INCOMING, OUTGOING, RENEWAL
    Amount (optional) If the value contains a comma (,), then the value should be between double quotes (""). e.g. "2,116.05". Expected amount separator is the dot (.)

     

    How to format your file

    • The headers should be in the first line of the file
    • The only mandatory headers are: Title, Organization, Contact Name
    • The expected delimiter between columns is the comma (,)
    • The expected expiration date format is: mm-dd-yyyy
    • The expected types are: INCOMING, RENEWAL, OUTGOING
    • The Expected statuses are: ARCHIVED, ACTIVE, EXPIRED, IN PROGRESS
    • If any value for the amount contains a comma (,) then the value should be between double quotes (""). e.g "$2,116.11"
    • The Expected separator for amount is the decimal (.)
    • The only accepted file format is .CSV

    File type support

    Prepare the licenses you would like to import (in a tool such as Excel) and save it as a .CSV file. Data that is not saved as a .CSV file can't be uploaded into our system. 

     

    Sample CSV template

    If you do not already have a CSV file, or you want to start from scratch, you can use our CSV template below to get started.

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