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FAQ: How do I save my spreadsheet as a Comma Separated File (.CSV)?

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For Microsoft Excel:

  • Make certain you are on the first Sheet
  • Click File (or the Office Button) → Save As.
  • Change Save as type: to “CSV (Comma delimited) (*.csv)”.
  • Enter “Customers” or "Products" etc. as a file name and save the file.
Please note: Microsoft Excel will occasionally save CSV files with empty/blank columns and rows - typically, if you've used them and deleted content. This will prevent your CSV from being ingested properly. Please ensure that only rows and columns that contain data in required fields are exported.

For Google Sheets

  • Make certain you are on the first Sheet
  • Click File → Download As
  • Select "Comma-Separated values (*.csv, current sheet)”
  • Enter “Customers.csv” or "Products.csv" etc as a file name and save the file.
Please note: Line breaks in data fields will break imports. Open up your CSV file with a text editor and validate that each entry is on a single line.

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