Form - Create from Excel

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1 Overview

bxp software (bxp) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who aren't 100% sure of how the system works on first use. To make life easier we have provided a very simple system of building forms using an Microsoft Excel spreadsheet.

2 Sample Data

To start the process we will need some data to load. Contacts or people you want to contact will end up in an Excel spreadsheet.

A good free sample is available from We're going to use the free 500 UK records to demonstrate with.

  1. Download the zip file.
  2. Open it up. Inside is a CSV file.
  3. Open the CSV up and then in Excel use File > Save As.
  4. Change the Save as type to be "Excel 97-2003 Workbook (*.xls) and save the file to your desktop.

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Alternately you can download the file directly to your desktop from here File:Uk-100.xlsx

3 Construct the form

Now we need a form in bxp in order to manage this data. A form is the container which holds all of your campaign data.

Log into bxp > Main Menu > Form Management > Form - Primary Management > Form - Create from Excel Spreadsheet >

You'll then be asked to locate the Excel contact list. Find the file and then click the "Upload File" button.

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When the file has successfully uploaded click "Create Data From Excel File"

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You will then be given a set of options.

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Choose the top option "Click here to edit this new form"

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From the left click "Review the build" and your new form will present itself.

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You can navigate through the data using the handy "Move Next Record" bar at the top. Click "Move First" and the records will display.

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