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- The .csv document you wish to import saved with UTF-8 encoding. If using Excel for Mac, save the file as "Windows Comma Separated .csv"Windows, Mac, and Linux type .csv files are supported.
- A header row for the data in the .csv.
- The .csv file should be "clean", that is, only contain the data to be imported and a header row for that data.
A Section created in ProVision with fields that correlate to the import data. For example, if you wish to import a list of contact information, there will need to be a Section in ProVision created for "Contacts", with fields such as "First Name", "Last Name", "email address", "Phone number", and so on. To create a new Section, or edit an existing Section, refer to Working With Resources, Customizing Sections, and Customizing Fields.
Warning If the above preconditions are not met, the Resource Importer Tool may not be able to correctly read the .csv file or complete the import. Verify UTF-8 .csv encoding, a clean dataset with a header row, and that an appropriate Section exists in ProVision prior to import.
Info title Best Practice To ensure a fast and straightforward resource import, best practice is to verify ahead of time that your .csv data is correct and contains all the necessary column information for the Section. This includes a top-level Name and Unique ID, as well as a column per Section field. Data edits and column adjustments can be performed inside the Resource Importer Tool if necessary, but will require additional time and steps.
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