Saving an Excel spreadsheet (.xls or .xlsx) as a CSV file

In order to import a spreadsheet into our systems, your spreadsheet must be saved as a CSV file.  The default file type for Excel spreadsheets is either an XLS or XLSX file.  These file formats cannot be read by our systems.  CSV stands for Comma Separated Values which is a very common file format used for importing data into various software systems.  This file format is a very simplified version of a spreadsheet so it's great for importing data.  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.  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.

If you're starting with your own file, you can convert it to a CSV file for importing.  Note that your columns must still match our template file's structure and ordering in order for the system to accept your file.

You can convert an Excel worksheet to a CSV file by using the Save As command.

  1. Click the File tab, and then click Save As.

    • The Save As dialog box appears.

  2. In the Save as type box, choose the CSV (Comma delimited) file format for the worksheet.

  3. Browse to the location where you want to save the new text file, and then click Save.

  4. A dialog box appears, reminding you that only the current worksheet will be saved to the new file. Click OK. You can save other worksheets as separate text files by repeating this procedure for each worksheet.

  5. A second dialog box appears, reminding you that your worksheet may contain features that are not supported by text file formats. Click Yes.

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