How do I Import contacts from Excel into Now contact

Posted by: honduras

How do I Import contacts from Excel into Now contact - 06/25/09 07:13 PM

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
Posted by: Sean_dup1

Re: How do I Import contacts from Excel into Now contact - 06/26/09 06:16 AM

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:

http://ftp.nowsoftware.com/pub/manuals/NowUpToDate/NUDC41/NUDC45ug.pdf

You may also find useful information in the FAQ on importing trouble here:

http://www.nowsoftware.com/customercenter/supportNow/ViewFAQ.aspx?id=1490

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.
Posted by: dsawyer

Re: How do I Import contacts from Excel into Now contact - 06/26/09 06:18 AM

Sean beat me to it ('morning, Sean) and provided more info, so I'm removing the redundant information.