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Compulead Data Import Instructions: Microsoft Excel 2003 Text Delimited

The document provides instructions for importing text delimited data into Microsoft Excel 2003. It involves opening Excel, locating the text file, setting the file type to all files, selecting comma as the delimiter, previewing the data, deleting unnecessary columns, saving the file as a CSV, and closing Excel. The instructions are meant to help import sales lead data into third party software.

Uploaded by

Tatok Andry Trublemaker
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
37 views

Compulead Data Import Instructions: Microsoft Excel 2003 Text Delimited

The document provides instructions for importing text delimited data into Microsoft Excel 2003. It involves opening Excel, locating the text file, setting the file type to all files, selecting comma as the delimiter, previewing the data, deleting unnecessary columns, saving the file as a CSV, and closing Excel. The instructions are meant to help import sales lead data into third party software.

Uploaded by

Tatok Andry Trublemaker
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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CompuLEAD Data Import Instructions:

Microsoft Excel 2003 Text Delimited


Open Excel

Click File
Click Open

Click Look in: field and


locate your file .txt

Change the Files of


type: to All Files (*.*)
Click Open

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

1
Click Delimited

Click Next >

Select Comma

Click Next >

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

2
1. Move the scroll bar
to all the way to right at
the bottom of the Data
preview window
2. Hold down the shift
key and click in the
Data preview window to
highlight the entire data
3. Click Text in Column
data format section.
4. Click Finish

Delete the unwanted data and blank fields which will not be included in
your merged document, such as qualifiers, phone, fax etc.

Highlight the column(s)


Click Edit

Click Delete to delete


the column(s)

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

3
Click File

Click Save As…

Click in Save in: field


and locate the folder
where you want to save
your .txt file.

Type File name:


Save as type: CSV
(Comma delimited)
*.csv
Click Save

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

4
Click Yes

Click File

Click Close

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

5
Click No

You Are Done!

If you need assistance importing your sales lead data into your third party software,
please contact a technical support specialist at 708-786-5565.

CompuSystems, Inc.
2805 S. 25th Avenue
Broadview, IL 60155
708.786.5565

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