Difference between revisions of "How to Convert Microsoft Excel to CSV"
From iSMS Wiki
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− | + | Microsoft Excel is a widely used software. If you have inserted your customer data into an Excel file, you are still able to convert the file and use it at iSMS. After amending your Excel file based on the format accepted by iSMS, save the file as CSV. Then finally, upload it to iSMS and blast out SMS to your customers in your list. | |
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+ | Below is a short guide on how to convert Microsoft Excel file to CSV. | ||
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+ | '''To learn how to compose CSV messages, please refer to [[How_to_Use_CSV_Compose|Compose CSV]].''' | ||
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1. Please login to iSMS member console to download a csv sample file for reference. (You may skip this step if you have the file). | 1. Please login to iSMS member console to download a csv sample file for reference. (You may skip this step if you have the file). | ||
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[[File:isms-bulk-sms-csv-compose-sample-1.jpg|thumb|500px|center|Illustration 1: Login iSMS]] | [[File:isms-bulk-sms-csv-compose-sample-1.jpg|thumb|500px|center|Illustration 1: Login iSMS]] | ||
− | [[File:isms-bulk-sms-csv-compose-sample-2.jpg|thumb|500px|center|Illustration 2: Download CSV sample]] | + | [[File:isms-bulk-sms-csv-compose-sample-2.jpg|thumb|500px|center|Illustration 2: Go to Compose CSV]] |
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+ | [[File:isms-bulk-sms-csv-compose-sample-3.jpg|thumb|500px|center|Illustration 3: Download CSV sample]] | ||
2. Open the sample CSV file at Microsoft Excel and you will see the format below. | 2. Open the sample CSV file at Microsoft Excel and you will see the format below. | ||
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+ | '''NOTE:''' | ||
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+ | If you intend to send personalised SMS via CSV, you must follow the format and fill in your data accordingly. Please refer to [[Personalised SMS|How to Compose Personalised SMS]] for more details. | ||
'''Example :Hi %name%, your credit balance is %amount %, please make payment %string1%''' | '''Example :Hi %name%, your credit balance is %amount %, please make payment %string1%''' | ||
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3. You will need to follow the format and insert your data accordingly as shown in the example below. | 3. You will need to follow the format and insert your data accordingly as shown in the example below. | ||
− | You may leave the | + | You may leave the unused columns blank. The mobile number of the recipients must begin with prefix "60". |
[[File:isms-bulk-sms-convert-excel-to-csv-2.jpg|thumb|500px|center|Illustration 3: Download CSV sample]] | [[File:isms-bulk-sms-convert-excel-to-csv-2.jpg|thumb|500px|center|Illustration 3: Download CSV sample]] | ||
− | 4. To add prefix 60 to all of the mobile phone numbers: | + | 4. To add prefix "60" to all of the mobile phone numbers: |
* Highlight the entire phone number column which you have just inserted. | * Highlight the entire phone number column which you have just inserted. | ||
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− | 5. Select Custom then key in "60##########" (# 10 times). | + | 5. Select "Custom" then key in "60##########" (# 10 times). |
[[File:isms-bulk-sms-convert-excel-to-csv-4.jpg|thumb|500px|center|Illustration 5: Formal Cell]] | [[File:isms-bulk-sms-convert-excel-to-csv-4.jpg|thumb|500px|center|Illustration 5: Formal Cell]] | ||
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− | 8. Select CSV (Comma Delimited) to save your file as CSV format. | + | 8. Select CSV (Comma Delimited) and click "Save" to save your file as CSV format. |
[[File:isms-bulk-sms-convert-excel-to-csv-7.jpg|thumb|500px|center|Illustration 8: Save CSV file]] | [[File:isms-bulk-sms-convert-excel-to-csv-7.jpg|thumb|500px|center|Illustration 8: Save CSV file]] | ||
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+ | '''To learn how to compose CSV messages, please refer to [[How_to_Use_CSV_Compose|Compose CSV]].''' |