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You can use an updated CSV file to update the corresponding data catalog.
Important! The CSV file must not be larger than 100 MB.
Make sure that the data in the CSV file is entered correctly: The columns in the CSV file must be separated by commas. No spaces are allowed between a column name and a separating comma. All values containing commas that should be treated as literals must be enclosed in double quotation marks. Sample CSV file containing a value with a comma 
Id,VATID,BusinessUnitId,IBAN,BankAccount,BankCode,Name,ZIP,Street,City,State,CountryCode
"999,9",GB_fake01,01,123456678,PPPCCC,CB3 AAA,CAMBRIDGESHIRE COUNTY COUNCIL,PO Box 123456,str1,Cambridge,East,GB
"0,1",GB_fake02,01,123487654,CCCPPP,AAA BB3,Random Company Inc.,PO Box 45678,str2,Oxford,South East England,GB
Quotation marks inside string values must be duplicated. All such string values should also be placed inside double quotation marks. Sample CSV file containing a value with double quotation marks 
Id,VATID,Name,ZIP,Street,City,State,CountryCode
1,GB_fake01,"CAMBRIDGESHIRE ""COUNTY COUNCIL""",22313,str1,Cambridge,East,GB
2,GB_fake02,Random Company Inc.,22314,str2,Oxford,South East England,GB
You can also use Microsoft Excel to edit the CSV file.
Important! If you update a Document Issuer Companies or Document Receiver Companies data catalog, make sure that the Company ID and Country columns are filled in. If these columns contain empty values, the update will be aborted with an error.

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Updating data catalogs by uploading a CSV file via UI

You can use an updated CSV file to update the corresponding data catalog by doing the following:
  1. Select the appropriate data catalog from the list in the Data Catalogs tab and upload an identically named CSV file by clicking Update in the pane above the list. You can also click and drag your CSV file to the user interface or upload it using the Browse button at the top of the screen.
    Tip: The name of the CSV file should be identical to the name of the data catalog you want to update. Otherwise, a new data catalog will be created.
  2. If new columns are detected in the CSV file, you will be able to choose between the following actions in the dialog box that opens:
    a. Add adds the new columns and updates the data catalog using the data from the CSV file.
    b. Skip ignores the new columns but updates the data catalog using the data from the CSV file.
    Note: You can only edit column properties for new columns.
Once the data catalog has been successfully updated, a dialog box will open containing information about the number of updated records and added or removed columns.

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Updating data catalogs by uploading a CSV file via shared folders

Before you can populate or update a data catalog with data from a shared folder, you need to connect to that folder using the SFTP protocol. To do this, complete the following steps:
  1. Install and launch any SFTP client (such as FileZilla or WinSCP) on your machine.
  2. Select the appropriate data catalog from the list on the Data Catalogs tab and open the data catalog’s Settings dialog box.
  3. Copy the path to the shared folder from the Folder to upload CSV field. Data Catalog Connection Settings
  4. Paste the link you copied into the Host field in your SFTP client and click the Connect button. Below is a screenshot illustrating this step for the FileZilla client: SFTP Client Configuration
  5. In the dialog box that opens, click OK to confirm that the host is a trusted host. The Catalogs folder will appear in the SFTP client’s remote folder pane.
To update a data catalog with data from a CSV file, give your CSV file the same name as the data catalog that you want to update and place it in the Catalogs folder. ABBYY Vantage will check this folder every 20 seconds and update the data catalog that has the same name as the CSV file. The columns in the CSV file must be separated by commas. No spaces are allowed between a column name and a separating comma. All values containing commas that should be treated as literals must be enclosed in double quotation marks. When a data catalog is updated, any existing records will be replaced with new ones. This will result in one of the following:
  • If the file is opened successfully and all the records are imported, the data catalog will be updated and the file will then be deleted from the Catalogs folder.
  • If the file is opened successfully but some of the records are empty, these empty records will be ignored and only valid records will be imported. The file will then be deleted from the Catalogs folder.
  • If the file is opened successfully but some of the columns are missing, these missing columns will be ignored and only the existing columns will be imported. The file will then be deleted from the Catalogs folder.
  • If the file is opened successfully and contains new columns, these new columns will be added to the data catalog. The data catalog will be updated and the file will then be deleted from the Catalogs folder.
  • If the file is opened successfully but contains records in the wrong format, the file will be removed from the Catalogs folder and placed into the Catalogs-exception folder. The data catalog will not be updated.
  • If the file cannot be opened or its name does not match any data catalog’s name, the file will be removed from the Catalogs folder and placed into the Catalogs-exception folder. The data catalog will not be updated.