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Add or replace list items from a .csv file

You can add items to a user-defined list by importing them from a .csv file. The imported items can be appended to the end of the list, or they can replace the items in the list.

When you configure the import settings for the .csv file, you can specify whether there is a header row, exclude rows from the import that start with the character you specify, and trim whitespace.

The .csv file must meet these requirements:

  • One list item per row.

  • Columns separated by one of these characters: whitespace, tab, comma, semicolon, or a custom character.

  • UTF-8 encoding of characters.

  • Use the backslash character to include special characters. For example, you can use this option when the list items include the column separator. In this example, the column separator is a comma.

Row in .csv List item (imported) Comment (imported)
lastname,firstname lastname firstname
lastname\,firstname lastname,firstname  


To add or replace items with a .csv file:

  1. Go to Policy > Web Policy > Lists.

  2. In the List Catalog, select a list.

  3. From the Actions drop-down list, select an import option:

    • Import - Append with .CSV.  Adds the imported list items to the end of the list.

    • Import - Replace with .CSV. Replaces the list with the imported list items.

  4.  In your file browser, select a .csv file to import, then click Open.

  5. In the CSV Import Settings dialog box, select the column separator, then configure these options:

  • First line contains column headers if the .csv file includes a header row.
  • Ignore lines starting with, then specify a character to exclude the specified rows from the import.
  • Use "\" for escaping special characters when you want the import to interpret the character following the backslash as a character instead of as a column separator.
  • Select Trim leading and trailing whitespace to trim leading and trailing whitespace from the values in the columns.
  1. Click Import, then click Save.

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