Hi Does anyone know how to import or populate into the contact fields of NOW CONTACT from an excel data base of customers? I have a simple excel sheet with columns and rows for: Company name, Contact name, address, phone, email address. How do I load the info from a Excel sheet into Now? Is there a page I'm missing in the PDF manual? It will take forever to type it in one at a time. Thank You Glen
You simply need to save your Excel spreadsheet in a tab-delimited text format, then use the text import feature of Now Contact to bring in the records.
Page 132 and 133 of the "Take Control of Now Up-to-Date & Contact" manual covers importing text files.
You may find that the version 4 manual covers importing in a little more depth, the information in this manual is still relevant to version 5 as text import did not change between the two versions. The information on importing starts on page 149 of the version 4 manual, and you can download a copy of it in PDF format here:
This talks about common issues that might show up when importing. Especially note that there is a 64 field per record limit on importing in Now Contact, so make sure you don't have more than 64 columns of data in your excel spreadsheet.
_________________________ Sean Boiarski Product Manager, Now Software
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