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How to create your CSV files with Excel?
Create your data upload CSV files is simple.
Perform an extraction of your accounting tool for receivable items, or your CRM tool for clients and contacts, in
Excel.
Make sure the first line contains a description of the column (for example below an SAP extraction).
You will be able to associate the description with the corresponding field of My DSO Manager when importing the file with Smart Upload
.
Then select inExcel Save as and choose this Excel type: CSV (Comma delimited.
Perform an extraction of your accounting tool for receivable items, or your CRM tool for clients and contacts, in
Excel.Make sure the first line contains a description of the column (for example below an SAP extraction).
You will be able to associate the description with the corresponding field of My DSO Manager when importing the file with Smart Upload
.Then select in
Excel Save as and choose this Excel type: CSV (Comma delimited.Your CSV file is created. You can import your data in My DSO Manager with the import module Smart Upload.
→ More information: How to import your data (clients, receivable, ...) with a file (CSV, TXT, or XLS) via our « Smart Upload » module.
.→ More information: How to import your data (clients, receivable, ...) with a file (CSV, TXT, or XLS) via our « Smart Upload » module.
Feel free to use our import files templates:
How to create your import files withExcel?
How to create your import files with
Excel?← Back : Online help » Various questions