Building Your Business

You can easily import your lists into your Relevant Tools Database. Collect your data in a spreadsheet. The spreadsheet should be setup with columns such as first name, last name, company, email, and so on. Each row should contain information for one of your contacts.



The next step is to save your spread sheet as either a tab-delimited text file or a comma separated values (CSV) text file.



In Relevant Tools, click on Database and then click on 'import'. On the import screen give this group of imported records a name such as 'March 2009 list'. Giving your records a name will help you find this group of imported records in case you want to delete them before uploading them again or if you want to take other actions.

Then select the file that you prepared - either the text tab delimited file or the CSV file.

For each column in your spreadsheet match it to the field name for the information in that column.



After you click the import button at the bottom of the import screen you will see the confirmation page telling you how many records you imported.



Display your database to see your imported list.



When you display your database you may see a record that contained the header information from your spreadsheet. That is often a useful way to check to make sure that you selected the right fields for each column but you can delete the header record now.



Now your database is ready for action. Click on the column headers to sort the data by that column.

Labels: databases, import, tutorial