Add custom fields to an Excel spreadsheet or CSV file.

This article contains step-by-step instructions on how to add custom field data to a CSV file or Excel spreadsheet.

1. Open an Excel spreadsheet.
2.  Add a new column for each custom field. User can add custom fields for role or person.
3. Name each column heading with the same name as the corresponding custom field name. E.g. Skills, Department, Branch Office.
4. Type the appropriate information in the new custom field column for each person.
5. If you wish to import Skills data, to import/display a list of skills, use the Field Type tag when prompted. 

6. To import custom tag fields, label a column with a heading corresponding to the name of the tag

    fields, e.g. Skills, then in the cells below the column heading, enter the individual skill options

     separated by a colon, e.g. HR:CGA:Leader. 

7. In each cell of the Skills column, if there is more than one skill, separate each skill by a colon.

             Note:

• • • • You create a CSV file by saving it from an Excel spreadsheet with a .csv extension
      • A CSV file is a comma-separated values text file (.csv) and can only contain a single sheet. The file cannot have a cell, column, row styling, or formulas
      • To learn how to save a file in a CSV file format see, Create a CSV file for import

   8. Save and close the file.

Related articles:

• Create a CSV file for import.
• Working with custom fields.
• Import a CSV file into Organimi.
• Create public and private custom fields.

Having trouble? Contact us at [e-mail]