Editing the data.csv file
The data.csv file contains semicolon-separated columns.
In row 1 of the CSV file, each column represents exactly one field defined in the contract template. This line must not be changed.
The columns are displayed as follows: Area name|Field name
Enter the contracts to be imported into the CSV file, use a new line per contract.
When populating the CSV file, note the field types defined in the contract template.
For example, if a field was defined as a number field, only numbers may be entered in the CSV file for this field. Otherwise the import will fail.
Depending on the different field types, the columns of the CSV file are to be filled as follows:
Status: Text Active or Inactive (English spelling)
Text field: Text
Number field: number; decimal separators are to be entered as comma; leading zeros are removed during import
Selection field (simple): selected option is to be entered as text
Selection field (multiple): selected options are to be entered as text and separated by the | symbol (“Pipe”)
Lookup field: The internal number of the corresponding object in Onventis (e.g. supplier number, user number, etc.), including leading zeros if applicable.
Date field: Date in the form dd.mm.yyyy, e.g. 15.02.2020
Dynamic date:
The different options of the dynamic date are to be entered as follows:
Option | Enter | Note |
by the end of the year | 0|1|1|1|0|0 | |
End of the month | 1|1|1|1|0|0 | |
end of a given month | 2|1|5|1|0|0 | The bold digit defines the month (from 0 – January to 11 – December). In the example on the left, the month June is selected. |
End of the quarter | 3|1|1|1|0|0 | |
Reference date | 4|1|1|Area name:Field name|0|0 | The range and field name of the reference date must be entered separated by :. |
Specified day | 5|9|4|1|0|0 | The numbers in bold define the day (from 1 to 31) and the month (from 0 – January to 11 – December). In the example on the left, day 9 and month May are selected. |
Calculation “n days/weeks/months” before | 0|1|1|1|3|2 | The two digits in bold define the number and unit of the calculation. The unit is defined as 0 = days, 1 = weeks and 2 = months. In the example on the left, the date is moved forward by 3 months. The shift can be applied to any of the options listed earlier in this table. |