Exporting From Microsoft Excel to GoldMine
After GoldMine Plus for Microsoft Office is installed, data can be exported from Microsoft Excel to your GoldMine database using new menu options in Excel.
GoldMine Plus for Office adds an export feature to the GoldMine menu in Excel. Use this menu option to map Excel columns to GoldMine fields and initiate the export process.
IMPORTANT: Backup your database before you begin.
IMPORTANT: Using underscores ("_") in column headers may result in an error when exporting data.
NOTE: Before proceeding with the export, verify that phone numbers are formatted consistently and make changes as needed. The format of the phone numbers in your Excel spreadsheet must be the same for the Excel to interpret the numbers correctly. If formats are inconsistent, the ODBC driver interprets all the values in the column as null and you lose phone number data during the export process. For example, you cannot have one phone number that is 1235557894 and another that is 777-555-1236. Before exporting to GoldMine, specify one format and update all phone numbers in your spreadsheet to match the selected format. When the phone number format is consistent, begin exporting to GoldMine.
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Open the Excel spreadsheet you are exporting to GoldMine. |
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Select the cells you are exporting to GoldMine and specify the Named Range. In Excel, select Insert > Name > Define. The Define Name dialog box appears. See Excel Help for details. |
NOTE: To perform this function in Microsoft Office 2007/2010, select the cells to export to GoldMine, right-click on the selected cell range and select Name a Range from the drop-down menu. You can also select the Formulas tab, then select Define Name > Define Name from the menu.
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In the Names text box, type the desired name of the range. |
NOTE: The first row of the selected range must contain only header data.
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Select either Workbook or Sheet from the Scope drop-down menu. |
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Select GoldMine > Export Data to GoldMine. The Export Data to GoldMine dialog box appears. |
The Welcome to the GoldMine Plus for Microsoft Excel Export Wizard! appears.
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Click Next. The field mapping dialog box appears. |
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To map columns to GoldMine fields, highlight the column in the Excel Fields list and then highlight the GoldMine field to map the column to. Click Add Mapping. Your selection is added to the Mapped Fields list (for example, Column1<=>C1.Company). |
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Continue to map desired fields. When finished, click Next. The GoldMine is now Ready to export your Excel data! dialog box appears. |
When the import process completes, a dialog box appears, indicating the number of records imported into GoldMine.
Open Database Connectivity to interpret the numbers correctly. If formats are inconsistent, the ODBC driver interprets all the values in the column as null and you lose phone number data during the export process. For example, you cannot have one phone number that is 1235557894 and another that is 777-555-1236. Before exporting to GoldMine, specify one format and update all phone numbers in your spreadsheet to match the selected format. When the phone number format is consistent, begin exporting to GoldMine. 