User Information

Visitor Profile

Field Descriptions

Step One - Starting Importing:

• Open Excel.

• Click on File – Open.

• Choose proper directory or drive, (i.e.: A:).

• List File of Type, click on All Files.

• Click on file to be imported. (i.e.: 1234.txt).

• Click on Ok (skip this step with version 4.0).

• For 4.0 Only: Click on the text button in the lower right hand corner.

  Step Two - Importing Options:

• For Original Data Type click on Delimited.

• Click on Next.

• For Delimiters, click on comma. Make sure comma is the only one clicked on.  If tab is clicked on toggle it off.

• For treat consecutive delimiters as one, leave it blank.

• Text qualifiers should be quotes ( " ).

• Click on Next.

• Column Data Format should be general.

• Arrow over to the phone, fax, and visitor profile fields. Highlight them individually and click on text.

• Click on Finish.

• This will import your file.

  Step Three – Removing the Invalid Records:

• Highlight the entire file.

• Click on Data - Sort – Ok

 Step Four - Formatting Your Data:

• Highlight the entire file.

• Click on Format - Column - Autofit Selection.

• Save as an Excel Workbook.

• Continue on to Word How to.