Import or Create Contacts Using Excel (CSV format)
You may have email contacts in another location; use these instructions to create a CSV (comma separated value) formatted file in Excel.
1. Open
NCR Customer Connect’s
sample file available on the
Manage/Lists
tab, labeled
CustomerConnect/Generic Format
.
2. Copy/Paste or manually add your contact data into the columns of the CustomerConnect/Generic Format file. If you do not have data for a specific column, leave it blank.
** Important:
DO NOT delete the top row of the file.
3. After completing # 2, select
File
/
Save As
and change the
File name:
to something descriptive (ex:
Raffle
List
, if the contacts entered came from a raffle you held).
4. Change
Save
as type:
to
CSV (Comma delimited) (*.csv)
.
5. Choose a location you will remember when saving the file and click
Save
.
6. You may see 2 windows regarding the selected file type, click
OK
&
Yes
on these windows.
7. After completing # 6,
click here
to upload your contact list into
NCR Customer Connect
.
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