Creating a CSV File

CSV is a simple file format for data records. In a spreadsheet program, save your contact list as a CSV file.

To create a CSV file in Excel

1. Open appropriate spreadsheet
2. Ensure all email addresses are entered in one column with the column header named "Email" 
   • Note: This is necessary for ACTIVE Works^_® to recognize the data. Other contact information, such as name, address and phone number will not be imported
3. Click File and choose Save as
4. Select CSV (Comma delimited) from Save as type list
5. Click Save
   •  Note: If your workbook contains multiple sheets, only the active sheet will be converted. Click OK to convert only the active sheet
6. Click Yes to omit spreadsheet features not compatible with the CSV format