To reformat my Deltek Vision CRM export so that I can successfully import contact lists into Zift123 complete the following steps and upload the list.
- In Microsoft Excel, clear all formats by selecting Clear> Clear.
- Remove any contacts without an email address.
- Use text to columns feature in MS Excel to break up fields with multiple email addresses into single email addresses.
- Removed invalid email addresses using remove duplicates feature in MS Excel to de-dupe list.
- Removed role based email addresses (admin@, infor@, etc.).
- Remove the line breaks on the header row. If the list does not upload, delete the header row and re-add it deleting all unnecessary columns.