Convert an Excel Spreadsheet to an Import Format

An Excel spreadsheet must be prepared for import. Excel files have a .xls or .xlsx extension, but the Import process requires a file with a .csv extension, or a comma-delimited file.

  1. Open the file.

  2. Click Select All (the button between cells A and 1).

    excel_select_all.jpg

  3. Right-click, then select Format Cells.

  4. Under the Numbers tab, highlight Text, then click OK.

  5. Save the file in the CSV (Comma Delimited) (*.csv) format.

  6. A warning about multiple sheets displays. Click OK.

  7. A warning about format features not being compatible will display. Click Yes.

  8. Locate the file. It should have a .csv extension and be in the same place as the original file.

    note.png

    If changes need to be made, they must be made to the original Excel file for re-importing. Using the .csv file will cause a loss of formatting changes.