Rank: Administration Groups: Registered, Developer, Administrators Posts: 254 Location: Atlanta, GA
|
Follow these steps:
- Login to OfficeClip and click on Contact from the toolbar and then click on the Contact Manager from the left bar.
- Click on Admin from the button bar.
- On the fixed field administration, make the Company Name (or Last Name) as optional (as applicable). Note that if you have any fields as mandatory, and there is no entry for that field on Excel record, that record will not be imported.
- Do the same for the user-defined fields
- Rename the fixed fields (or add user-defined fields as applicable to your situation). This can be done my matching fields in the excel spreadsheet and OfficeClip.
- Open the Excel spreadsheet with the file you want to import.
- Now Save the file in Excel. While saving, select the Comma Separated format (.csv). Excel may give a few warnings about losing formatting. Select Ok for all of them.
- Now go back to OfficeClip and click on the Contact Manager from the left menu and then click on Import/Export.
- Select import contacts in csv file option.
- In the next screen carefully map all the officeclip fields to the excel field and then click Save.
- The contacts should be visible in OfficeClip.
Edited by user Tuesday, April 14, 2009 6:37:44 PM(UTC)
| Reason: Not specified |
|
|
|
|
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
Important Information:
The OfficeClip Forums uses cookies. By continuing to browse this site, you are agreeing to our use of cookies.
More Details
Close