Creating a .CSV File

 In order to upload your contacts from an existing file, this file must be in .csv format.

  • A .csv file is a Comma or Tab delimited text file - you are able to easily create these using spreadsheet programs such as Microsoft Excel and Google Spreadsheet.
  • For the purpose of this article we will show you how easy it is using Microsoft Excel.
  • Create a Microsoft Excel file with all the details you wish to use, remember you can add up to 5 custom fields.
  • The ekarda system requires you to have Firstname, Lastname and Email as fields. These will be the first three fields.
  • NOTE: They must be spelt with no space inbetween e.g. firstname, lastname.

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  • Then click on the Microsoft logo (or File - Depending on which version of excel you are using)
  • Choose Save As > Other Formats

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  • Then choose the .csv option

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  • Press Save as any other document
  • You may recieve the following warnings: Press 'OK' and 'YES'

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  • The file will now be saved as a .csv and ready to upload into ekarda

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If you need any additional help using the ekarda system, send us an email at help@ekarda.com