Importing Contacts - Save Data File as .CSV File Type 

Overview: The system will only import a .csv file type, so after you are done preparing your import file based on the suggestions in the Formatting Your Import File tutorial, be sure to save as a .csv file.

To save an Excel file as a .CSV file.

1. Click the “Save As” option from the File Menu.
2. Then open the File Type options menu and select CSV (Comma delimited) as the File type
3. Agree to the formatting may change processing message
4. Click Save
5. You now will have a  .CSV file type ready for another review then import.

Note: If you are working in other spreadsheet applications, or exporting your contacts from other accounts, be sure to look for the Save or Export as CSV file type option.

NOTE: Although this Chapter is designed to be sequential in its steps, you may jump ahead to a specific topic by visiting the Course Content page for a linked Index. To continue click Next to proceed in sequence.

Related Topics

• Importing Contacts - Formatting Your Import File  
• Importing Contacts - Save Data File as .CSV File Type  
• Importing Contacts - Categorize Contacts on Import  
• Importing Contacts - Assign Member Groups to Contacts  
• Importing Contacts - Before Import Checklist  
• Import your Contacts and Add to Subscription List at Import  
• Import Previous Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View