Creating a CSV File for Custom List Import

This article provides instructions on how to create a list of email addresses to be imported into Swim Manager as a CSV file: 

1. Open a workbook in Excel
2. Ensure all email addresses are entered in one column with the column header named "Email"
   • Note: This is necessary for ACTIVE Works® to recognize the data. Other contact information, such as name, address and phone number will not be imported
3. Click File and choose Save as 
4. Select CSV (Comma delimited) from Save as type list
5. Click Save
   • Note: If your workbook contains multiple sheets, only the first sheet will be converted. 

After the CSV file is created, see Creating or Modifying a Custom List for Email Recipients on how to import the list.