Format Excel doc to USP - Revision history

Gityerfix: Reverted edits by Agegeleruvy (Talk); changed back to last version by Jubejell

2010-11-30T05:26:45Z

Reverted edits by Agegeleruvy (Talk); changed back to last version by Jubejell

Agegeleruvy at 03:19, 24 November 2010

2010-11-24T03:19:26Z

Jubejell: Steps to change Excel file to Servicedesk upload format

2009-03-26T16:26:56Z

Steps to change Excel file to Servicedesk upload format

New page

=Excel Macro to convert csv file to usp format=

I have found a macro that I received some time ago that is a macro for Excel. When you run this macro it will format the Excel page into a format that can be uploaded to ServiceDesk.

First you will need to upload the macro. You can get it here [http://www.servicedeskusers.com/forum/index.php?act=attach&type=post&id=357 csv_to_usp_macro]

Then what I do is to open the sheet. When you open you can see what the Excel format should be. You want to put he table name in the first cell, then the column heading in a separate cell for each heading. Then finally you add the data in the correct column.

[[Image:Start screen.jpg]]

Once you have all the data that you want in the sheet you will need to edit the macro. Click tools, macro, then pick the macro.

[[Image:Macro screen.jpg]]

You want to edit the macro so that you can set the "save to" location. This will save you from writing over data that you have already saved. Edit the line ''(Const cstrCallReqExport As String = "c:\usp_contact_to_load.csv")'' it's line 3.

[[Image:Save screen.jpg]]

After you have changed the save to location close the edit screen and run the macro. You will see a pop up that lets you know where the file was saved and that it is done.

You can then look at the file to make sure it is in the correct format. I always open with Word (this let you see it as it formated.)

[[Image:Finish screen.jpg]]

Then once you have verified that it is correct. Then you can run your deref, pdm_load -f, or pdm_userload -f

Your done.

@@ Line 1: / Line 1: @@
 =Excel Macro to convert csv file to usp format=
 I have found a macro that I received some time ago that is a macro for Excel.  When you run this macro it will format the Excel page into a format that can be uploaded to ServiceDesk.
-First you will need to upload the macro.  You can get it here [http://www.servicedeskusers.com/forum/index.php?act=attach&amp;type=post&amp;id=357 csv_to_usp_macro]
+First you will need to upload the macro.  You can get it here [http://www.servicedeskusers.com/forum/index.php?act=attach&type=post&id=357 csv_to_usp_macro]
 Then what I do is to open the sheet.  When you open you can see what the Excel format should be.  You want to put he table name in the first cell,  then the column heading in a separate cell for each heading.  Then finally you add the data in the correct column.
@@ Line 25: / Line 17: @@
-You want to edit the macro so that you can set the &quot;save to&quot; location.  This will save you from writing over data that you have already saved. Edit the line ''(Const cstrCallReqExport As String = &quot;c:\usp_contact_to_load.csv&quot;)'' it's line 3.
+You want to edit the macro so that you can set the "save to" location.  This will save you from writing over data that you have already saved. Edit the line ''(Const cstrCallReqExport As String = "c:\usp_contact_to_load.csv")'' it's line 3.