Creating a CSV file from spreadsheet data using Microsoft Excel.
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Open your spreadsheet document and go to the File menu, then choose Save As
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depending on the version of MS Office you might also see Save As and Other Options, if so, choose Other Options
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Change the "Save as type" or "Format" field to read: "CSV (Comma delimited)".
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4.
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Enter a name for the document and click Save.
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Once you save the data .xls to a .CSV file format, you can then import the data to ManagePro.
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A well-formed .CSV file should be provided, this means the first line must be the unique column names and the following lines must be comma or tab separated column values.
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Pick-lists are automatically populated from values found in the CSV file
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People fields (Who, etc) are populated if a match is found for either initials or employee id.
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