Question
Can I import my Excel file into Sell?
Answer
Yes, you can import leads, contacts, and deals using an Excel file. However, the file must be properly formatted as a CSV, or Comma-Separated Values, to import.
To change your Excel file to a CSV:
- In Microsoft Excel, open the file in question
- ClickFile>Save As
- Change the file format from Microsoft Excel (.xls) to Comma Separated Value (.csv)
- ClickSave
You can then import the resulting CSV file byfollowing our import guide.
For more information, see the articles:Importing and exporting in Sell.
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