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!
…
Importing CSV Files into Excel
1. Click “Data” to access the Data Ribbon.
2. Click “From Text”
3. Locate the file you exported from ProWorkflow.
4. Click “Import”.
5. Change the file type to “Delimited”.
6. Click “Next”.
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 >”
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”
10. Select where to import the data then click “OK”.
Importing XML Files into Excel
1. Click the “File” Menu.
2. Click “Open”.
3. Select the xml file.
4. Click “Open”.
5. Click “OK” to keep the default option “As an XML Table”.
6. If this prompt occurs then click “OK”.
…
XML Importing (Custom)
1. Click the “File” Menu.
2. Click “Open”.
3. Select the xml file.
4. Click “Open”.
5. Click “Use the XML Source task pane”.
6. Click “OK”.
7. If this prompt occurs then click “OK”.
8. A list of available XML elements will be displayed. Drag the required elements to the worksheet.
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”.
10. Repeat steps 8-9 if you need to add or change any elements then click the “X” to close the XML Source section.