Import Contacts from the Excel spreadsheet

#1 · May 24, 2023, 7:23 pm

Follow these steps:

Login to OfficeClip and click on Contact from the toolbar and then click on the Contact Manager from the left bar.
Click on Admin from the button bar.
On the fixed field administration, make the Company Name (or Last Name) as optional (as applicable). Note that if you have any fields as mandatory, and there is no entry for that field on Excel record, that record will not be imported.
Do the same for the user-defined fields
Rename the fixed fields (or add user-defined fields as applicable to your situation). This can be done my matching fields in the excel spreadsheet and OfficeClip.
Open the Excel spreadsheet with the file you want to import.
Now Save the file in Excel. While saving, select the Comma Separated format (.csv). Excel may give a few warnings about losing formatting. Select Ok for all of them.
Now go back to OfficeClip and click on the Contact Manager from the left menu and then click on Import/Export.
Select import contacts in csv file option.
In the next screen carefully map all the OfficeClip fields to the excel field and then click Save.
The contacts should be visible in OfficeClip.