Import CSV & XML files into Excel

October 23, 2009

ProWorkflow lets you export contacts, quotes, invoices and most reports in both CSV and XML format. That’s great but we get quite a few customers asking how to go about importing these files into Excel so we’ve put together a few guides to help you out. These are based on Excel 2007 but if you are using a different version just let us know and we will post up a guide for you as well!

CSV Importing

1. Click “Data” to access the Data Ribbon.

2. Click “From Text”

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3. Locate the file you exported from ProWorkflow.

4. Click “Import”.

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5. Change the file type to “Delimited”.

6. Click “Next”.

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7. Uncheck the box for “Tab”, check the box for “Other” and enter the pipe character “|” in the text box.

8. Check the Data Preview is now showing data in columns, then click “Next >”

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9. You can change the formatting for each column at this stage but is generally easier to do that after the import so just click “FINISH”

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10. Select where to import the data then click “OK”.

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XML Importing

1. Click the “File” Menu.
2. Click “Open”.

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3. Select the xml file.
4. Click “Open”.

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5. Click “OK” to keep the default option “As an XML Table”.

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6. If this prompt occurs then click “OK”.

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XML Importing (Custom)

1. Click the “File” Menu.
2. Click “Open”.

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3. Select the xml file.
4. Click “Open”.

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5. Click “Use the XML Source task pane”.
6. Click “OK”.

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7. If this prompt occurs then click “OK”.

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8. A list of available XML elements will be displayed. Drag the required elements to the worksheet.

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9. Once all elements are in place, right-click on one of the XML elements in the worksheet, select “XML” then click “Refresh XML Data”.

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10. Repeat steps 8-9 if you need to add or change any elements then click the “X” to close the XML Source section.

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