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contact-file-preparation [2014/12/20 11:41] 127.0.0.1 external edit |
contact-file-preparation [2019/03/11 14:57] benc [Formatting requirements] |
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====== Contact file preparation ====== | ====== Contact file preparation ====== | ||
- | If you intend to upload a file to Sentori, these steps will ensure that it works first time. | + | {{vimeo>117891274?750x423}} |
===== File Name and Requirements ===== | ===== File Name and Requirements ===== | ||
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* Remove all formula, filtering, calculations, etc, by using Copy > Paste Special (Values) and putting your data into a clean spreadsheet. | * Remove all formula, filtering, calculations, etc, by using Copy > Paste Special (Values) and putting your data into a clean spreadsheet. | ||
+ | See [[contact-file-preparation-dates|this article for more information on importing date values]]. | ||
===== Which worksheet? ===== | ===== Which worksheet? ===== | ||
Once you have browsed and uploaded your file if you have uploaded a spreadsheet you will be asked which worksheet (ie which tab at the bottom of the application) is the one that contains the data. You will see a list of sheet names, simply click the appropriate radio button. | Once you have browsed and uploaded your file if you have uploaded a spreadsheet you will be asked which worksheet (ie which tab at the bottom of the application) is the one that contains the data. You will see a list of sheet names, simply click the appropriate radio button. | ||
- | ===== Related Topics ====== | + | ===== Next step ====== |
- | [[adding-contacts|Adding Contacts]] | + | [[contact-file-column-matching|Matching columns]] |