Delimited text files are imported through FILES -> IMPORT/EXPORT -> IMPORT.
You may wish to import information from other applications, spreadsheets, or from list sources like Hoovers or InfoUSA. Desktop Sales Manager can import either tab or comma delimited text files. Files with extensions .TXT or .TAB are assumed to be tab delimited files. Files with the extension .CSV are assumed to be comma delimited files. Microsoft Excel spreadsheets can be saved as either comma or tab delimited files.
The import process involves choosing a file to import and then associating the data columns from the delimited file with fields in Desktop Sales Manager. The association is made by dragging data columns to the matching Template fields - see the red arrow below.
The first 100 records of your data are provided in the bottom of the form. Clicking on any of the rows at the bottom of the form allows you to see examples of what the imported data will look like. The selected (blue highlight) row's address (4695 MacArthur...) appears in the Example area (the red box).
Combining data columns Like FirstName Last Name into one field
In the example pictured the Contact field holds both the first and last name. This was done by dragging data column 0 (First Name) into the Template field Contact. To create a space following the first name the "Add Space" button was selected. Finally, data column 2 - the Last Name data column - was dragged to the Contact field. Note the results listed in the "Columns To Be Imported" area is [0]{Space}[2]
Entering Constants
You can enter constants into any field. In the example above you might want field "16 - Lead Source" to be "Hoovers" to indicate that the information was obtained from Hoovers database. You would select field 16, then enter the constant "Hoovers" and press the "Add Constant" button.
Constants can also be combined with columns of data. For example, you might want field "1 - Opportunity Name" to have [5] - new opportunity. In the example pictured, first drag-and-drop column 5 - which holds the company name information - then enter the constant in the field 1, to create "American Vanguard Corporation - new opportunity"
Creating Addresses with the NewLine button
Desktop Sales Manager stores addresses differently than many contact manager programs. It is certainly possible to store address information in the traditional fashion - address 1, address 2, city, state, postal code, county, and country in fields. However, Desktop Sales Manager can also store all of that information in one field.
For a US address a single field could hold this information:
Address 1
Address 2 (optional)
City, State Postal Code
Country (optional)
To transfer columns of data into one field for a typical US address using the example data columns pictured above:
[6]{Newline}[7]{Newline}[8]{Comma}{Space}[9]{Space}[10]{Newline}[11]
In Great Britain, the common format address format is:
Address1
Address2 (optional)
City
County (optional)
Postal Code
Country (optional)
To transfer columns of data from the example pictured aboove into one field for a typical Great Britain address:
[6]{Newline}[7]{Newline}[8]{NewLine}[9]{NewLine}[10]{Newline}11
Software On Sailboats
***** Software On Sailboats Desktop Sales Manager v6 ***** Contact management software, sales automation software, CRM software ***** Copyright 2006, all rights reserved.
