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By Jess Stratton | Monday, January 06, 2014

Migrate data with ease using Excel spreadsheets: Monday Productivity Pointers

Matching header rows in your spreadsheets

Explore Monday Productivity Pointers at lynda.com.

Welcome to this week’s edition of Monday Productivity Pointers! This week I’m covering a great skill to know: how to migrate data between two apps with minimal headaches, by using an Excel spreadsheet. Hint: It’s all about the header column labels.

In the first video, I’ll show you how to make sure you’re correctly matching up the header row of column labels on your Excel spreadsheet for a smooth data import. And just in case you don’t know the column labels in the app you’ll be importing your data into, I’ll show you a great trick for finding out.

Then again, sometimes you may find your import thwarted by a very common scenario: Your data was exported out of your original app with two separate columns for the first name and last name. The app you’re importing into is asking for one column—name—which is a combined first and last name together.

I’ll show you how to tackle this problem in the second (members-only) video. By using a simple, powerful Excel formula, you can have your data converted and migrated in seconds. Watch this week’s videos to get the edge on your next data migration, and be sure to check back in January for more Productivity Pointers!

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