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Apprentice
Posted
I exported my contacts from Sales Nexus into a .csv file, how do I import them from the csv into Daylite?
 
Posts: 2 | Registered: February 19, 2008Reply With QuoteEdit or Delete MessageReport This Post
Veteran
Picture of Howard
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In Daylite Help there is a topic entitled:

"Importing tab or comma seperated text data from other sources"


Regards,

Howard
 
Posts: 915 | Registered: June 18, 2006Reply With QuoteEdit or Delete MessageReport This Post
Pro
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Hi.
Yes importing csv data is very easy.
In principle if you can view your csv file correctly in excel then you can be sure it can be imported into Daylite.
In Daylite under File menu choose Import Delimted Text Data. You view the csv fields on the left and cross reference these with Daylite fields on the right. You sometimes need to have a couple of attempts to get it exactly right so make sure you save the import profile each time so you don't need to re-do the cross referencing again.
.. and of course read the help.


Bill Verkaik
Elite Partner
www.jgconsulting.org.uk
+44 (0)1305 751669
 
Posts: 220 | Location: UK | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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Thank you, I got everything transfered!
 
Posts: 2 | Registered: February 19, 2008Reply With QuoteEdit or Delete MessageReport This Post
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