Trying to add new contact information to solve360, but apparantly my csv format is wrong in the spreadsheet. My format is something like this: I have alot of rows with the first column containing the name of the companies. Then in the first row, in each column I have the certain fields (Email, Phone, Representative) that I want to put data into in the rows of that column. I read somewhere that for the import to work you had to seperate the fields in the columns of the first row with “,“. Can someone give me an example or somethin of a correct excel format that would import correctly into solve360. If I am being kinda vague I apologize and will help with understanding a little bit more. Thanks.
Problem Importing from Excel
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You are on the right track and what you want to do will work fine with Solve (importing that is). What you are asking for is a template. Just put in two or three contacts into Solve manually and then do an export to excell. That should give you your “template” and then you just need to copy and past your data into the appropriate fields and then reimport. Voila, problem solved. Best, Ronald Lee |
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Thanks Batman I’ll try that out! |
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So I have to keep the template the way it is? I can’t change width of the columns or anything? |
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I’m still getting that for Your Data: Your Data |
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sure, you can change the width. The only thing solve cares about are the column headers and the data underneath each header. |
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by column headers you mean like job title, company, phone number, stuff like that? or do you mean A B C D |
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@Albeck are you importing Company records or Contact records? http://norada.com/forums/viewthread/1308/ |
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Yep, the former, not the latter. If you keep the header row intact when you reimport it’s as smooth as a baby’s bottom. |
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contact data for sure. Hold on I am experimenting. Apparantly I have to keep the headers the same. If you could maybe elaborate on CSV formatting and if you have to use that for all your field data or just your column field titles, such as company name business phone, etc. |
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Like what you said here. I’m having trouble visualizing this. |
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Hey Ronald, when I export it to excel the company that the person is associated with is not listed?! Even though it is listed in the contact info on Solve. |
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dont abandon me lol |
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I am attaching the file (without any data on it) that I am tryint to import into Solve. This is really frustrating. File Attachments
 bs.xls (File Size: 15KB - Downloads: 88) |
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Hi, so the problem that you are trying to work on is that you want the company the person is associated to be listed, correct? There is a field called “company name” in there that presumably will link the contact. Let me know if that works for you. I remember having an issue with company names when I tried to import a few contacts myself 3 weeks ago, but it may have been my own user error. |
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Ok forget I said that about the company name I found that. did you look at the excel sheet and have any ideas about why solve wont accep that template? |
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What’s happening when you import your excel file into solve? If you like, you can email me your file with two contacts and I’ll see what happens. Best, Ronald Lee |
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Here is the excel sheet with the headers of the field data (that I have data for) set in BOLD. put some random data in the columns that correspond with the appropriate headers and see if u are able to import it. All I get is some characters in the “your fields” that look like 8 squares and a p and then i guess a k all in a line. I should not have that. I should have the headers of the field data listed. Right? File Attachments
bs.xls (File Size: 17KB - Downloads: 52) |
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No file attached, but from what it sounds, there is extra formatting in the file. Try to save the file to a CSV and then open using notepad (or a simple text editor to strip the formatting, notepad is assuming you are on a PC, which kicks ass on Apple), copy the data, past into a new notepad file and resave as a new file name (keep your header rows intact, don’t mess with the content) and try to reimport and see if Solve likes that better. |
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CSV. how do you mean? just put a .csv to the excel file? And I attached the file just now sorry. |
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no, in excel you can save it as a CSV (comma separated file). This is really just a text file with data in the rows divided/seperated by commas. It should be stripped of formatting already, but just to make sure, you can open up the CSV file that you make in excel using notepad and either copying and pasting or resaving it as a different name. Then try that new file. |
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Man when I do a save as for the excel file I do not see a .CSV option anywhere? Could it be I have an older excel? I think it is pretty new. |
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go to File > save as and when in the save window > save as type > choose CVS in the drop down. Or post or email me the file and I’ll test it for you. |
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look in my message above i added the file when i edited it . |
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In Excel there is no options in save as for CVS |
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nope, don’t see it. I only see the bs.xls but that doesn’t have any contact in it. CSV—go to the save as dialogue window. Then click on the “save as type” drown down window and there should be a buncho options for what you can save it as. |
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i know the bs.xls doesnt have any data in it i said just like insert some random numbers in the columns which have bold headers. im not going to put my own company contact information out there sorry. And dude I’ll say it again there is no option to save as CSV in excel. There. |
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ok went on the forums and finally found a solution to csv. ok i have it saved as csv now. |
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Hallelujah! got it i thinks |
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