You can convert an Excel worksheet to a CSV file by using the Save As command.Ĭlick the File tab, and then click Save As.īrowse to the location where you want to save the new text file, and then click Save.Ī dialog box appears, reminding you that only the current worksheet will be saved to the new file. Note that your columns must still match our template file's structure and ordering in order for the system to accept your file.

If you're starting with your own file, you can convert it to a CSV file for importing. Our template files are provided in CSV format already so you can just copy & paste your data into our template file and then save it. The best method to get your file into CSV format would be to start with our template file that we provide on the import page. This file format is a very simplified version of a spreadsheet so it's great for importing data. CSV stands for Comma Separated Values which is a very common file format used for importing data into various software systems.

These file formats cannot be read by our systems. The default file type for Excel spreadsheets is either an XLS or XLSX file. In order to import a spreadsheet into our systems, your spreadsheet must be saved as a CSV file.

Csvto excel