Tutorials - Address Book - Create a .csv from MS Excel or Other File

Step 1. Export Your Contacts as a "comma delimited" text file or an Excel .csv file.
(Please consult the 'Help' feature of your software for program-specific instructions.)

You will need the fields: first name, last name, and email.
You may also select the following additional fields if you have them but they are not required:
company, category, birthday, anniversary, start date


Step 2. Open your file in Notepad (do not use MS WORD):
On a PC, Notepad is located under Programs > Accessories. Your goal is to end up with a file that contains one contact record per line and the fields should be separated by commas like this example (spaces are not necessary):

Andrea, Burns, andrea@earthlink.net, ABC Company, Employee, , 9/21/2002
Matthew, Miller, matthew@abccompany.com, PA
Sarah, Miller, smiller@xyzcorp.com, , , 5/25/1967,

Step 3. The type of data in each column of your list:
At the top of your file you should see words that describe each column in your list. For example:

First Name, Last Name, Email, Company, Category, Birthday, Anniversary, Start Date
Andrea, Burns, andrea@earthlink.net, ABC Company, Employee, , 9/21/2002, 9/1/2010
Matthew, Miller, matthew@abccompany.com, PA
Sarah, Miller, smiller@xyzcorp.com, , , 5/25/1967, 3/24/2013

If that text is not there or if the words used to describe each column are different than the example above, then add or change them.

Important: make sure the field names in the first line of the file match the order of the information contained in your file.



Return to the address book import tutorial.


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