Contact Wolf can import Data when it is in the standard comma separated value format (.csv) .(Also known as comma delimited format) Sometimes these types of files have different name extensions (.cdf, .txt ). The file name extension is not important as long as its a text file that has each data field separated with a comma.
The first line of this exported text file MUST have the data field names on the FIRST line so that Contact Wolf can match the imported data fields to its own data fields. After the matching/mapping process is finished each record is imported and added to the Contact Wolf database.
An example of a standard comma separated value text file Format:
Last Name,First Name,Street,City,State,Phone
Rogers,Mark,6729 Fulton Ave,Stuart,Floida,409-555-2362
Stewart,Mary,,,,203-555-1172
Note: Some exported files also surround each data field with quotes " " - The Contact Wolf import engine can also import data in this format.
NOTE:
1) Each line should have the same number of commas
2) Each record being imported must be on a separate line
3) Line #1 MUST be the data field labels
Most database software programs can export comma separated text files.
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TIP: Importing Microsoft Excel databases :
Before Importing a Microsoft Excel file (.csv) :
1) Open the database in Excel
2) Select SaveAS from the File menu
3) Select "Text & Commas (csv)" from the Save As Type Option
4) Click OK to export the data into a comma delimited text file (.csv) that can be imported into Contact Wolf
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To Import a Comma Delimited File:
1) Select :
File->Import->Comma separated File
2) Select the File to be imported
3) In the Contact Wolf Import Window select either the Persona, Business or Custom directory to import the records into.
Note: Records imported into the Personal or Custom Directory require a LAST NAME. Records without it will be skipped.
Records imported into the Business Directory require a COMPANY NAME. Records without it will be skipped.
4) Select the "Assign to Group" option if you want each record to automatically be assigned to one of your existing Groups.
Select the Group to assign to.
5) Click in the Imported Field list on each Data field being imported (under Imported Field column) to select it.
6) Click on the Drop Down Menu button (Down arrow) to select the matching Contact Wolf Data Field to map to the data field being imported.
NOTE: Each imported Data field in column #1 must be matched (mapped) to a corresponding Contact Wolf Data Field in column #2
Continue the mapping process for each data field until All fields have been mapped successfully.
NOTE: To skip or ignore an imported data field simply double click on it in the List displayed.
7) Click the Finish button to import all the records from the exported file.
TIP: Contact Wolf currently limits the records being imported into the Contact Wolf database to 1000 per import attempt.
If the exported file contains more than 1000 records to import you will see a message displayed in Contact Wolf giving you the option to import the first 1000 records.
Answer YES to import the first 1000 records. After the import has finished you can open your exported data file in Notepad and edit the file manually to split it into
separate files that each contain less than 1000 records (separate lines) in each file.
Then you can import the remaining data by importing any files that were created in Notepad.
Make sure to add the FIRST LINE of Data Field Labels in the original file to the new files to be imported to allow mapping of the data fields.
TIP: If you need assistance importing your data from another application please contact us at support@lonewolf-software.com
