Data that is to be imported must be contained in tab-delimited text files that conform to the following rules:

• Each line in the text file must correspond to a Folder Type record that you want to import.
• The left to right order of the tab delimited fields in each line of the tab delimited text file must match the top to bottom order of the Fields to Import list in the Import Data window. The order of the fields included in the Field to Import list can be changed by using the Up and Down Order buttons.
• Individual fields in the data import text file can be encapsulated with quotation mark (") characters. This is permissible, but not required.
• If a field in the data import text file is encapsulated by quotation marks (") and the field also contains quotation marks (") as data, you must use two quotation marks for the quotation marks that are contained as data within the field: i.e.: "Customer has questions about ""archival grade"" papers" will be imported as: Customer has questions about "archival grade" papers.
• If quotation marks (") are used to encapsulate fields in the data import text file, a Tab character inside an encapsulated field(s) will be replaced by a blank space upon import.
• End of Line (EOL) characters inside fields encapsulated in quotation marks to be imported do not indicate a new row and will be imported as data if they fall within a field.
• A non-quote encapsulated empty field in the data import text file will be imported as a NULL value in the database.
• No required fields can have a NULL value except for Customer Code fields.
• For database families that don't include Job Manager, the import data for Jobs Folder Types should either include a Customer Code field that corresponds to an existing record in the Customers Folder Type or should include a Customer Code field with a value of NULL (see above). If a Customer Code field does not match an existing Customer Code and the NULL value is not used, the import will fail.
• If the text data for a field within the tab delimited import text file cannot be converted to the proper field type, the import will fail. For example, the word "Production" cannot be converted to the Date field type.