[IM] Tips for Using the Import Module

Below are general tips that may be helpful when using the Import module. 

1. Viewpoint has online training videos available through the Viewpoint Academy. If you are new to importing, these may be very helpful: Introduction to Vista Imports

Preparing an Import Template

1. Enter a Record Manually First

   • Helps you understand required fields and defaults

   • Fields required in manual entry are required in import

   • Fields that default manually should also default in import

   • Use “Use Viewpoint Default” for unsure fields

   • For Batch Month, set to Prompt on Import

Working with CSV Files

• CSVs are editable in Excel but Excel can cause issues:

  • Removes leading zeroes (affects Jobs, Phases, GL Accounts, etc.)

  • Converts numbers to dates or scientific notation

  • File must be closed in Excel before importing

• To see exact data, open the CSV in Notepad

Common CSV Issues

• Extra commas are treated as column separators

• Quoted text does not protect commas

• Check and remove extra commas using Find (Ctrl+F) in Excel

• In Notepad, extra commas may appear in double quotes

Import Testing Tips

• Start with a small number of records to catch errors easily

Understanding Import Errors

• “Error converting varchar to numeric/datetime” → text in number/date field

• Check IM Work Edit for invalid values

• Misplaced commas can shift fields and cause errors

• Em dashes (–) do not import correctly

• Duplicate key errors → set Direct Import Type to Update Only on the Info tab