Importing Data with Special Characters

Contents
Summary
Exporting from Excel on Windows

Summary

Why are there diamond question mark symbols (�) in my imported data?

Due to how Microsoft Excel encodes text when exporting to a CSV (Comma-separated value) format, importing data containing special characters, such as accented letters (e.g. å, è, í, ô, ü) or non-Latin script (e.g. Greek, Cyrillic, East Asian script), can result in display issues in NeonCRM.

Incorrect:

Correct:

If your data contains special characters, follow the steps below to change the character encoding of your CSV file prior to import into NeonCRM.

 

Exporting from Excel on Windows

In Excel

  1. Save your data file by clicking File > Save As.
  2. In the Save As menu, select CSV (Comma delimited) (*.csv) under the the Save as type dropdown menu.
  3. Click Save.
  4. Close Excel

 

In Notepad

  1. Find your saved CSV file.
  2. Right-click on the file and click Open with Notepad.
  3. Notepad will open with your data in a comma-separated format.
  4. Click File Save As.
  5. In the Save As menu, select All Files (*.*) under the Save as type dropdown menu.
  6. In the Save As menu, select UTF-8 under the Encoding dropdown menu.
  7. Click Save.

In NeonCRM

  1. Go to Account Import Manager to begin your data import. For more guidance, please review Importing Data in NeonCRM.
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk