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Exporting data from Excel for Importing into CRM

Mitch Milam Profile Picture Mitch Milam
It’s quite common to use Microsoft Excel for the manipulation of data prior to it being imported into CRM. I have found that the best format for exporting an Excel worksheet to a .CSV file ( comma-separate values ) is: CSV (MS-DOS) *.csv This format places extra quotes around string fields and headers and CRM seems to like [...]

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