Sometimes you'd like to upload your file as CSV - for example, when you're looking to upload Accounts, Account Aliases, Contacts, or Surveys using our new Imports.

How to save your XLS(X) file as CSV

  1. Open the file you're looking to import in your favorite spreadsheet.
  2. Select File. 
  3. Click Save As.
  4. Rename the file if you prefer, and then select "CSV (Comma delimited) (*.csv)" from 'Save as type'.
    • Some spreadsheet apps allow you to choose the CSV delimiter.
  5. Depending on your regional settings and application used, your CSV file is probably saved either comma delimited (usually U.S.), or semicolon delimited (usually Europe). You can open your CSV file in FileEdit (Mac) or Notepad (Windows) and see what character is used to separate each value.
    • The CSV delimiter for uploads done on the "Imports" page is either comma or semicolon and can be configured in your Import Configuration.
    • Your CSM can tell you what the CSV delimiter should be for uploads done through the "Import Data" page.
  6. Click Save.
  7. Upload your newly saved file.

How to convert your XLS(X) file to CSV

  1. Open the file you're looking to import using Microsoft Excel, OpenOffice, Google Sheets, or any alternative spreadsheet software.
  2. Open FileEdit (Mac) or Notepad (Windows).
  3. Copy/paste the data from your spreadsheet to FileEdit or Notepad.
  4. "Search and Replace" a tab character and replace it with a comma or a semicolon (choose the one you're using in your Import Configuration).
  5. Save your file.
  6. Upload your newly saved file.