Can I import my Excel file into Sell?
Yes, you can import leads, contacts, and deals using an Excel file. However, the file must be properly formatted as a CSV, or Comma-Separated Values, to import.
To change your Excel file to a CSV:
- In Microsoft Excel, open the file in question
- Click File>Save As
- Change the file format from Microsoft Excel (.xls) to Comma Separated Value (.csv)
- Click Save
You can then import the resulting CSV file by following our import guide.
For more information, see the articles: Importing and exporting in Sell.