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What is the proper format to import a CSV or Excel sheet into ACT

Copper Contributor
Posts: 48
Country: USA

What is the proper format to import a CSV or Excel sheet into ACT

I have an excel sheet that I wanted to import into ACT.  I had a couple of questions:

 

1.  should the file be in an excel, csv or tab delimited format?

2.  should I break out first name, last name, address, city, zip, state all into separate cells or can these be in 1 cell?

 

Thank You

 

 

Tuned Listener
Posts: 23
Country: Canada

Re: What is the proper format to import a CSV or Excel sheet into ACT

Either file format should be fine but you will find when you import the file, each column in the spreadsheet will corrispond to a field in act, and each row will be a new record.

 

Ideally the first row will be the name of the field in act but yes you will definitly need to put each field into seperate cells.