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Import & Export Help

It cannot be pointed out often enough that for CRM imports the data must be present in certain formats. In order to supplement the remarks of the users manual you will find here some sample data sets.

MS Excel Extension

In addition, the following Excel macro tool can be used to create a well formed *.CSV data file. Please keep in mind that this tool is not able to correct all possible formating errors automatically. You have to consider all formatting rules as described in the users manual.

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UTF-8 Converter for Windows

Starting with version 5.0.4. your import data should be coded with the UTF-8 character set. These little programs do the conversion of txt and csv files for you.

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UTF-8 Converter for MAC (Numbers)

Starting with version 5.0.4. your import data should be coded with the UTF-8 character set. These little programs do the conversion of txt and csv files for you.

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Ecxel to CSV Converter

This Windows program converts Excel files to the required CSV files for imports. You may split large files into smaller files if appropriate.

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