Requirements¶
- On-premise:
- Lime CRM Server: 2024.2.2331 (2.862.14) or later
- Cloud:
- Requires isolated application using lime-crm >= 2.815.0
- SFTP-server
SFTP server¶
The customer or external system is responsible for setting up and maintaining an SFTP server where the files are exported on a scheduled basis.
Lime must be able to authenticate to the SFTP server using an address, username, and password. The user must have read and write access to the file location.
File requirements¶
The files to import must be utf-8 formatted CSV-files. Semicolon separated CSV-files are recommended.
The customer, together with the customer's third party, is fully responsible for ensuring that the data contained within the files is clean and ready for import. This includes verifying that the data is properly formatted, contains no line breaks, and includes only the data you actually want to import into Lime CRM. CSV Import does not support any data processing; the content of the wile will be imported exactly as provided.
File names should not include any date or timestamp.
Data format¶
| Type | Accepted format(s) | Example value |
|---|---|---|
| Decimal / Float | Null or python float values | 1.23 |
| Integer | Null or python int values | 123 |
| Boolean | All values are accepted, but only true, yes, 1 converts to true. Not case sensitive. |
true, false |