Video
Instructional > Importing into MS Excel 2007 (below)
Video Instructional > Importing
into MS Excel 2003 (below)
Instructions:
The purpose of these instrucitions
and videos is to assit you with importing the leads data from
your USB drive or SD card into Microsoft Excel. You
will be converting from your event or trade show from a comma
delimited text file (.txt) to a Microsoft Excel File.
1. Insert your USB Thumb or SD Card into
your computer
2. Open the Microsoft Excel Program
3. Select 'File' > 'Open' from the top menu
4. Under 'My Computer' look for the removable disc/drive (This
could be an "E:" drive or "F:" Drive etc. depending on your system)
5. Under the 'Files of Type' drop down menu near the bottom of
the window, choose 'All Files'.
6. You will now see a text file called 'Visitor' or a file that
starts with the letter 'V' and has numbers after it. Doubleclick
on this file or click the 'Open' button.
7. You will now see the text import wizard window pop-up
8. The 'Delimited' button should already be checked by default
(if it is not then go ahead and check this button). Click 'Next'
9. Uncheck the 'Tab' button and select the 'Comma' button. Click
'Next'
10. Click Finish
11. You should now see all your leads imported into Microsoft Excel
12. To format your leads and clean up the appearance, you can select
all of the data in the file by clicking on the top left grey cell
of the document or pressing 'ctrl+A' on your keyboard. You will
see all the data become highlighted.
13. Select 'Format' > 'Columns' > 'Autofit Selection' from the menus at the top of the screen
14. This will format the appearance of your data to make it easier
to read.
15. To save the file as a Microsoft Excel File (.xls), select 'File' > 'Save As'.
16. Under the 'Save as Type' drop down menu choose 'Microsoft Office
Excel Workbook'and then name and save the file to your computer.
Thank you for choosing SmartSource Rentals! If you need further
assistance, please email leads@smartsourcerentals.com
