2021.2

Using the wizard for CSV and Excel files
The DataMapper wizard for CSV and Excel files helps you create a data mapping configuration
for such files. The wizard automatically detects delimiters and extracts all data in one extraction
step.
The wizard interprets each line in the file as a record. If your data file contains transactional
data, you will probably want more lines to go in one record and put the transactional data in
detail tables.
The wizard cannot create detail tables. If the file contains transactional data, the data mapping
configuration is best created without a wizard (see "Creating a new data mapping
configuration" on page198).
There are two ways to open a CSV file or Excel file with a wizard: from the Welcome screen or
from the File menu.
l From the Welcome screen
1. Open the PlanetPress Connect Welcome page by clicking the icon at the top
right, or select the Help menu and then Welcome.
2. Click New DataMapper Configuration.
3. From the Using a wizard pane, select CSV/XLSX/XLS.
4. Click the Browse button and open the file you want to work with.
5. Click Next.
l From the File menu
1. In the menu, click File > New.
2. Click the Data mapping Wizards drop-down and select From CSV/XLSX/XLS
File.
3. Click Next.
4. Click the Browse button and open the file you want to work with.
5. Click Next.
Note
Excel files saved in "Strict Open XML" format are not supported yet.
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