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

← Support FAQ

For 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.

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.

Support FAQ

  1. FAQ: My LCBO data isn't updating, what could be wrong?
  2. FAQ: My TBS data isn't showing or updating. What could be wrong?
  3. FAQ: When I click on Industry → TBS, no data appears. Why is that?
  4. FAQ: What is the difference between the LCBO tab and the Collated LCBO tab?
  5. FAQ: What is the "Performance" Metric?
  6. FAQ: How is Stock Out calculated?
  7. FAQ: How is Market Share calculated?
  8. FAQ: We just launch an LCBO product, but it isn't showing in our profile. How can we see our new product?
  9. FAQ: I am unable to log in and the password reset doesn't send me anything. How do I log in?
  10. FAQ: How do I save my spreadsheet as a Tab Delimited File?
  11. FAQ: What is Stale and OOS?
  12. FAQ: What is the Sales Velocity Report and how do I read it?
  13. FAQ: What are the different user roles?
  14. FAQ: How do I save my spreadsheet as a Comma Separated File (.CSV)?
  15. FAQ: My Products are not showing up on my order forms. What is causing this?
  16. FAQ: We have orders that are marked Fulfilled, however they have not been delivered yet. Why is this?
  17. FAQ: How can I change my user name that appears in the navigation?

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