Sample data (Products)

This CSV file shows how you should structure your data for importing products or services.
Note the UTF-8 data format

Sample data (Accounts)

This CSV file shows how you should structure your data for importing accounts.
Note the UTF-8 data format.

Sample data (Contacts)

This CSV file shows how you should structure your data for importing contacts.
Note the UTF-8 data format

Sample data (Leads)

This CSV file shows how you should structure your data for importing leads.
Note the UTF-8 data format.

Excel To CSV Converter (Windows 10) v2.0.0.3

This Windows program converts the content of an Excel worksheet into a CSV file with a format required by the CRM for data imports.
Before you use it, make sure that your Excel data meet the requirements as described in the users manual. It requires .NET4.7.1 or better, Windows and Office 64 bit version.
Download and unpack the file. Start with setup.exe.

Excel To CSV Converter (older Windows Version - 64 bit)

This Windows program converts the content of an Excel worksheet into a CSV file with a format required by the CRM for data imports.
Before you use it, make sure that your Excel data meet the requirements as described in the users manual. It requires .NET4.0 or better, Windows and Office 64 bit version.
Download and unpack the file. Start with setup.exe.

Excel To CSV Converter (older Windows Version - 32 bit)

This Windows program converts the content of an Excel worksheet into a CSV file with a format required by the CRM for data imports.
Before you use it, make sure that your Excel data meet the requirements as described in the users manual. It requires .NET4.0 or better.

MS Excel Extension

If you do not want to use the Excel to CSV Converter and work with Excel directly, you may use this macro.
Unfortunately, not all Excel versions are able to perform a data export compatible to the data format required by the CRM. This Excel Macro extends Excel's capabilities to generate a compatible data format automatically.

UTF-8 Converter

This Windows program helps you to convert your data for imports into the required UTF-8 character format.

Mac CSV Tool

This MAC (!) program helps you to convert your data for imports from a numbers CSV file into the required CSV format.