PREPARING A TREE CSV FOR A CONTROLLED IMPORT TEST

Keep the original schedule intact and test the intended importer with a small copy first. Confirm required headings and supported fields using the receiving system’s current instructions.

Project/site:
Prepared by/date:
Version:

Source file
Identify the unchanged original and its version.
Notes:

Importer requirements
Record supported fields and required format.
Notes:

Sample records
Choose representative rows for the test.
Notes:

Unit and ID treatment
Document expected handling of identifiers and measurements.
Notes:

Test outcome
Record what transferred, changed or was rejected.
Notes:

CHECKS
[ ] Do not test an uncertain mapping against the only production copy.
[ ] Include blanks, text IDs and representative measurements in the sample.
[ ] Compare imported records and error messages before transferring the full dataset.

Outstanding questions:
Source references:
Review and next action:

Scope: This is preparation guidance, not an import compatibility specification or a promise of a particular app feature.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-csv-import-preparation