How to Convert Microsoft Excel to CSV

From iSMS Wiki
Revision as of 17:50, 10 December 2013 by Admin (Talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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.

Below is a short guide on how to convert Microsoft Excel file to CSV.

To learn how to compose CSV messages, please refer to Compose CSV.


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).

Illustration 1: Login iSMS
Illustration 2: Go to Compose CSV
Illustration 3: Download CSV sample


2. Open the sample CSV file at Microsoft Excel and you will see the format below.


NOTE:

If you intend to send personalised SMS via CSV, you must follow the format and fill in your data accordingly. Please refer to How to Compose Personalised SMS for more details.

Example :Hi %name%, your credit balance is %amount %, please make payment %string1%

Final Result Hi JOHN, your credit balance is 300, please make payment to test 1


Illustration 3: Download CSV sample


3. You will need to follow the format and insert your data accordingly as shown in the example below.

You may leave the unused columns blank. The mobile number of the recipients must begin with prefix "60".

Illustration 3: Download CSV sample


4. To add prefix "60" to all of the mobile phone numbers:

  • Highlight the entire phone number column which you have just inserted.
  • Right click the selected phone number column, and click Format Cells.
Illustration 4: Format Cell


5. Select "Custom" then key in "60##########" (# 10 times).

Illustration 5: Formal Cell


6. This will add "60" to all mobile phone numbers in the selected column.

Illustration 6: Add 60 to the front of all mobile phone numbers


7. Select "File" and click "Save As" to save the file as CSV format.

Illustration 7: Save CSV file


8. Select CSV (Comma Delimited) and click "Save" to save your file as CSV format.

Illustration 8: Save CSV file


To learn how to compose CSV messages, please refer to Compose CSV.