How to Import Contact Records into GoldMine from a CSV File (Excel, Open Calc, Libre Calc)

Import Contact Records into GoldMine From a CSV File

The following PDF has Step-By-Step instructions on how to import data from a CSV file into GoldMine.
You can use Excel, Open Calc or Libre Calc, the process is pretty much the same.

Import Data Into GoldMine from CSV

Preparation:
Before saving the Excel sheet as a CSV file, you must change the field delimiter character on your machine. By default, Windows sets the field delimiter to be a comma, but seeing as how it is  possible that there will be commas in company names or address data, it is not suitable to be used as a field delimiter in this case. Instead I recommend using the pipe character (|), which can be found over the \ key, to the left of the Z key on a standard keyboard. To make this change in Windows  7/Windows 8/Windows 10:
Click Start >> Control Panel >> Region  >> Additional Settings and change the “List Separator” value to the pipe symbol (|).

 

 

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