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Creating a CSV file from spreadsheet data using Microsoft Excel.
| 1. | Open your spreadsheet document and go to the File menu, then choose Save As |
| 2. | depending on the version of MS Office you might also see Save As and Other Options, if so, choose Other Options |
| 3. | Change the "Save as type" or "Format" field to read: "CSV (Comma delimited)". |
| 4. | Enter a name for the document and click Save. |
Once you save the data .xls to a .CSV file format, you can then import the data to ManagePro.
| • | 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. |
| • | Pick-lists are automatically populated from values found in the CSV file |
| • | People fields (Who, etc) are populated if a match is found for either initials or employee id. |
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