How to convert an existing Excel file into a .csv format:

 

  1. Open your excel file.

  2. Click on File and Save as.

  3. Select where you would like to save the file (like your desktop or a drive).

  1. In the File Name area, name your document.

  2. In the Save as Type area, select CSV(Comma Delimited) from the pull down menu.

  1. Click Save.

  2. You may receive one or two warning about the formatting of .csv, click yes.

 

If you would like to download a .csv file with the columns already defined to work from, you may do it here.

 

For more information on how to Define your Spreadsheet for Import, click here.

For more information on how to Import your File into BackOffice, click here.