SECTIONSImporting Report Definitions
When importing your report definitions in JSON or CSV file format, you must ensure your file meets the requirements for import. We recommend you review the guidelines below for preparing your JSON and CSV files before importing them into Financial Report Builder.
Version Restrictions
You cannot import a report definition file into an org if your destination org uses an earlier version of Financial Report Builder than your source org. Report definitions created in later versions of Financial Report Builder might contain functionality that is not supported in earlier versions.
You can check whether an imported report definition file is compatible with the destination org by performing the following steps:
- Download a sample report definition file from your destination org containing all your available reports.
- Note the highest schema version number in this file. For example,
\"version\":-1}. - Create your report definition file from your source org. Note the highest schema version number in the file.
- Compare these two values. If the highest schema version number in the report definition file you intend to import is greater than the highest schema version number in the sample report definition file from your destination org, then your imported reports might not display as expected.
A report definition file can contain multiple version numbers, as each version number reflects the release in which a particular element in a report definition was added. Refer to the table below for details of each version:
| Version | Release |
|---|---|
| 13 | Summer 2023 |
| 12 | Summer 2023 |
| 11 | Summer 2023 |
| 10 | Spring 2023 |
| 9 | Winter 2023 |
| 8 | Winter 2023 |
| 7 | Summer 2022 |
| 6 | Summer 2022 |
| 5 | Spring 2022 |
| 4 | Winter 2022 |
| 3 | Fall 2021 |
| 2 | Summer 2021 |
| 1 | Spring 2021 |
JSON File Requirements
Syntax and Structure
Validate the JSON file's syntax using a JSON validator or linter to ensure it adheres to the correct JSON structure. Verify that the file follows proper nesting, and formatting, and uses valid JSON elements.
Required Fields
Review the report definition's required fields and ensure they are present in the JSON file. These fields are required for generating accurate financial reports, and their absence might result in import errors.
Unrecognized Fields
Remove any unrecognized fields from the JSON file. These fields must either match the expected properties specified in the report definition schema or be removed entirely to prevent compatibility issues during import.
Field Value Types
Ensure that each field in the JSON file has a valid value type. If any field contains an invalid value type, it might lead to errors during the import process.
CSV File Requirements
Formatting and Delimiters
Verify that your CSV file follows the appropriate formatting guidelines. Ensure that the data is organized in rows, with each column separated by the appropriate delimiter. For example, comma, tab, or semicolon.
Column Headers
Include column headers in the first row of the CSV file. These headers must reflect the data they represent and match the expected fields specified in the report definition.
Required Columns
Check the report definition's required columns and ensure they are present in the CSV file. These columns are required for generating accurate financial reports, and their absence might cause import errors.
Data Consistency
Review the CSV file for any inconsistencies, such as missing or duplicated data, special characters, or formatting errors. Correct any issues to ensure smooth import and accurate reporting.
General Recommendations
We recommend you keep a backup of your exported JSON and CSV files before making any modifications and attempting to import them into an org. This allows you to revert to the original files if required.