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Wrekin C S

  • Posts: 486
George transfer to spreadsheet?
« on: July 04, 2010, 07:48:54 pm »
Hi

Does anyone know how I can transfer all of my customers from george to a spreadsheet?

Would like to do it easy rather than indiviually typing it them all out...

Many thanks
Wrekin

Paul Coleman

Re: George transfer to spreadsheet?
« Reply #1 on: July 04, 2010, 09:31:05 pm »
Hi

Does anyone know how I can transfer all of my customers from george to a spreadsheet?

Would like to do it easy rather than indiviually typing it them all out...

Many thanks
Wrekin

I don't have George but below is a fairly generic way of doing things which may vary a bit from one spreadsheet to another.
FIRST OF ALL, SAVE A BACKUP OF YOUR GEORGE DATA IN CASE IT ALL GOES PEAR SHAPED.

 
Look in George for an option to "export as .csv" (or similar wording).  This will give you a text file with fields separated by commas.  I understand that George can do this.
Then open up a blank spreadsheet of your chosen software and in the help files, look for how to import .csv files (I don't think MSWorks can import these - only export I think).  However, many spreadsheets, such as the free one supplied with openoffice can import .csv files.  This can be a bit daunting if someone hasn't had much experience with such data manipulation.  Also bear in mind that .csv is just raw text so you will have to set the spreadsheet up telling it which cells are numbers, money, text, formulae etc (after the data transfer has been succesfully made so that you can see what goes where).

This is one reason why I avoided WCPro.  It doesn't export data as .csv.  In other words, if you chasnge your mind about using it, it's highly likely you would have to re-enter all the data manually.

John Walker

  • Posts: 613
Re: George transfer to spreadsheet?
« Reply #2 on: July 04, 2010, 11:03:08 pm »

I can confirm that the export does work well.  I'm sure I went along the lines as just mentioned by Wrekin Window Cleaning. 

It's a while since I did it but you end up with all data fields in columns.  As well as having a customer record list you can print out a set of address labels from it using excel/word.

I used it last Christmas when I sent a card to all my customers - they really apreciated it.
BaxWalker Window Cleaning

M Henderson

Re: George transfer to spreadsheet?
« Reply #3 on: July 05, 2010, 02:06:32 pm »
That's another good thing about Excel, you can mailmerge the data to send out emails or letters etc.