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Before you can import Excel data into Outlook using Microsoft 365, you must save that data to comma-separated (delimited) format or .csv. SEE: How to Quickly Import a .txt or .csv File Into ...
Open the Excel file that you wish to export into your CRM. Format your file for importing into your CRM. The exact specifications for formatting will differ according to your CRM program, but in ...
Importing an Excel spreadsheet into a Word document may allow you to format your data differently or break it over several Confluence pages. Scott Shpak. Contributor.
Salesforce.com last week announced a new plug-in designed for Microsoft’s Office that lets users import data from its Salesforce.com hosted CRM services into Excel, Outlook, and Word.