Editing the Excel file

After exporting the data to Excel, locate the file and open it by double-clicking it.

Note! You must have Microsoft Excel or some other compatible spreadsheet program on your computer in order to open the file.

Depending on the version of Excel installed and your Microsoft Office security settings, the spreadsheet may open in read-only or secure mode as shown in the figure below.

Click the Enable Editing button to allow modifications to be made to the file.

Field/Column mappings

Each column in the Excel document will match the names of the relevant columns in the import database table. In order for the import process to work properly, the column names must remain the same. Do not modify the column names. If the column names don't match the database column names the import process will fail.

The field/column names are explained in the help topic Tables Affected.

Make any modifications desired, save the file and proceed to the help topic Importing accounts.