EFC Desktop – How do I import a CSV file? Follow
In order to import a CSV file into eFileCabinet, perform the following steps.
1. Under the Utilities Tab, select "Import from CSV"
2. Select the folder with a magnifying glass, locate the CSV and select it.
3. Once the CSV is selected, choose a cabinet to import to, and choose how to map the drawers (based on which column in the CSV the drawers were listed in).
If you have established headers in the CSV to identify what each column contains, select "Use the first line as header" to allow the first row to be individual values to choose from under "Drawer name mapping".
You may choose to Overwrite duplicate drawers with the new profile data, or you can choose to skip duplicates.
4. Under profiles, choose a profile you wish to establish to the drawers being imported and enter the information (based on what is available in the mapping), then select "Import".
NOTE: If you do not wish to apply a profile to the drawers, select "No Profile" in the dropdown. Also, if you don't have a mapping for each profile item, select the dropdown for the specified profile field and choose "Ignore Mapping".
Comments
1 comment
How do I get started with inputing my taxes?
Please sign in to leave a comment.