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    Janeth Trujillo
    File uploadAnswered
    Topic posted April 19, 2017 by Janeth TrujilloRegular 
    52 Views, 5 Comments
    Title:
    File upload
    Content:

    Hi everyone!

    How can I load contact data from an Excel file to Rightnow?

    Version:
    Service Cloud

    Best Answer

    Sebastiaan

    Hi Janeth.

    You will have to use the import wizzard.
    See How do I import records? What format does the data need to be in?

    Create a .csv file so that each row represents one record and each column represents a specific field. You can create a file in Excel and then save it in .csv format. In most cases, the first row are column headers in the .csv file. However, you do not need headers in order to import the data with the Import Wizard.

    Answer

     

    • Sebastiaan

      Hi Janeth.

      You will have to use the import wizzard.
      See How do I import records? What format does the data need to be in?

      Create a .csv file so that each row represents one record and each column represents a specific field. You can create a file in Excel and then save it in .csv format. In most cases, the first row are column headers in the .csv file. However, you do not need headers in order to import the data with the Import Wizard.

    • Barrilito

      Hi Janeth,

      I see that you just recently have joined the community. From that respect welcome on board, great to have you here!

      As you can see Sebastiaan has directed you to a good faq to help you out.

      There are lots of great people here like Bastiaan to help out, people that don't mind taking some (private / spare) time to help out, even when they have their own jobs to do as well. We all do that as we all have been strugling with product related things every now and then and know how great it is if someone can shine his/her light on it and get you that extra step further to move on. The community is a great place to gain knowledge that way and perhaps one day share it as well.

      But I do want to ask you that before sending in a question, could you please try to take some time online to dive into the documentation or help. Your question is about a file upload, if you would have entered "file upload" in the support search box on the upper right in this page, you would have found Bastiaans faq yourself. I do mean this in a polite way, as I know it is sometimes difficult to find out where to go and where to look in the beginning. I just want to prevent that the community will be a place with only references to faq's that are already there where someone has taken good effort to write a good faq! By the wya, in the link above "Documentation Library" can be found lots of information too. It can always be that infromation in a faq is not clear, but much is documented so please try to look up that information first. Good plan?

      Thanks Janeth!

      Regards

    • Janeth Trujillo

      Hi Barrilito. 

      In fact I already had an advance with the subject and the commentary helped me, however I presented inconveniences in the process and for that reason I asked the question but I will take into account your recommendation, thank you.

    • Janeth Trujillo

      Hi Sebastiaan
      Thank you very much for your help, I had an advance, however, you clarified doubts that were presented. I will continue to work on importing files.
      Thank you.

    • Barrilito

      Hi Janeth,

      Thanks for the feedback!

      Regards.