Creating a CSV file from a spreadsheet program such as Microsoft Excel is very easy.

(Most other spreadsheet programs will also behave in the same way).

• Open Microsoft Excel.
• Click on the "File" menu and select "Save as..."
• On the save screen you will see a place where you can "Save as type:"

• Click on the drop-down button at the end of that line, and select "CSV (Comma delimited) (*.csv)" from the list of file types, as shown in the example above.
• In the field labeled "File name," enter a name for this file.
• Click on the "Save" button.

That's it! Your file is now ready to upload into the Business Center. If you don't know how to import files into your Business Center, follow the instructions below:

To import data from an existing database file:

1. Click on the "Contacts" tab.
   
   
2. Click on the " Tools " icon at the top of the main screen and select "Import Contacts" from the drop-down menu. The "Import Wizard" will appear in a new window.
   
   
3. Step 1:
   
   
   • Click on the "Browse" button to locate the file you want to import. (Be sure to read the "Help" content on the Import Wizard page to be sure that you are uploading the correct file type.)
     
     
   • Once you have selected the file to import, click on the "Next" button.
4. Step 2:
   
   
   • Click on the "Browse" button next to "Import to folder:" and select the folder in your Contact Manager where you want to import these contacts.
     
     Important! Business Center allows you to import contacts into the "Everyone" folder. However, for ease of use, we highly recommend that you create sub-folders and only import your contacts into a sub-folder. (Clicking on the "Everyone" folder displays all contacts that are in your Contact Manager, including all sub-folders. It is impossible to distinguish between contacts that are only in the "Everyone" folder and those that are in sub-folders.)
     
     
   • The System will automatically match-up fields in your file with fields on your Contact Record provided the names are the same. These will be displayed in the Matched Fields area. Review this list to be certain that the fields are mapped properly. If you find one that is not, click on that item and then click on the "Remove Matching" button. The two fields that were matched will now appear in the Non-matched Fields area.
     
     All non-matching field are displayed in the two fields under Non-matched Fields. Simply click on one item in the "Imported Fields* list and then click on the "Business Center Fields" name where you want to store that information. Click on the "Apply Matching" button when you are finished. The pair of fields you selected will appear in the Mapped Fields area.
     
     
   • Click on the "Import" button.

The system will display a message stating the number of records that were successfully imported into the chosen folder.