I have a CSV file with all kinds of good account information that I need to import into Splendid. Is there a tool out there or a documented process to get the CSV into the proper XML format? I've played around with Excel 2010 and the Save As function, but haven't had much luck so far. The XML of the file it creates is not like the XML that I find in the forums here.
So, I'm looking for some tool that is already out there to take a CSV file to a properly formatted XML file.
Thanks for your time,
Michael
Why do you need XML? Just import the CSV directly into SplendidCRM.
I'd love to import the CSV directly. Everything I've seen on the subject of importing data so far has said that only XML is supported.
I'm using the Admin/Import Database. Is there another tool to use?
I'm currently running Version 4.2.0 Build 1.3.2631.14503 Community Edition. Older version, I know. Plans are to upgrade, but not in the immediate future.
You are correct about the database import issue. A CSV file as very little structure, so it typically only includes a single table.
To import a CSV of Contacts, go to the Contacts module and select Import from the menu. You can import a CSV into most modules.
If you are using an old Version of SplendidCRM, the import feature may not be supported. In that case, we recommend that you upgrade.
A little nudge in the right direction is great. I'm able to import the CSV file just fine from the Contacts module. Thanks for your help.