Configuring the Upload CSV File widget

  1. Click Configure Widget.
  2. Specify this information:
    Title
    Specify a widget title. Ensure that the field is unlocked.
    API Program
    Select the required API from the list.
    Program Transaction
    Select a standard transaction applicable to the specified API from the list.
    Which row contains the Headings?
    Select the row number that should be processed as the header of the transaction data.
    Does row 2 contain information?
    Select whether the second row contains descriptions to be excluded in the processing and uploading of the transaction data. This field only becomes available when you set Which row contains the Headings to 1.
    Further rows to skip?
    Specify additional row numbers that the widget should exclude in the processing and uploading of the transaction data.
    Note: You can specify multiple rows for exclusion using a comma (,) separator, for example 2,3,4.
    Column separator
    Leave this blank to use the default separator that is semi-colon (;).
    Note: You may also specify a different separator, for example comma (,). Although once you have selected a different column separator, it should always be used for the same file.
  3. Click Save.
  4. To download the file, click More (...) > Create CSV > Mandatory fields only. Depending on the API program that you selected, mandatory fields may vary. You can also select All fields from the context menu if you want to see all data fields in the CSV file.
  5. Upload the file to the widget through the drag and drop functionality or through the Select Files hyperlink.
  6. Click Upload. In the Upload CSV dialog, review the uploaded file and the data that is presented.
  7. Click Confirm Upload. If the uploaded file contains failed records, an appropriate message is displayed containing the total number of successfully uploaded records and failed records. The widget also includes an export option for validating the errors. Click the View more records link to view the summary of invalid items for the failed records.
  8. Optionally, you may export the results summary by clicking the Download icon in the widget title bar.