Open the Excel file that you wish to export into your CRM. Format your file for importing into your CRM. The exact specifications for formatting will differ according to your CRM program, but in ...

A VBA macro in Excel definitely sounds like the way to go. Load the CSV file, load your template spreadsheet, and shuffle the values around. It's pretty straightforward stuff.

Simon Bisson. Excel's JSON import tools can now load the data, but you're going to have to construct a data transformation to get at the information you want.

Or you could automate this using PowerShell by converting the file to a .CSV, then using Import-Csv to work through the data that way. If neither of those approaches does what you want -- perhaps you ...