This shows you the differences between two versions of the page.
| Next revision | Previous revision | ||
|
contact-file-preparation [2014/12/20 11:41] 127.0.0.1 external edit |
contact-file-preparation [2019/03/11 15:15] (current) benc [File types] |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== 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 ===== | ||
| Line 18: | Line 18: | ||
| |.txt|Text file| | |.txt|Text file| | ||
| |.mdb|Microsoft Access databases| | |.mdb|Microsoft Access databases| | ||
| - | |.accdb|Microsoft Access 2007/2010 Database file| | + | |.accdb|Microsoft Access 2007 onwards database file| |
| ===== Formatting requirements ===== | ===== Formatting requirements ===== | ||
| Line 27: | Line 27: | ||
| * 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]] |