How to Save an Excel File as a CSV File

How to Save an Excel File as a CSV File

Always create a copy of a .csv file before opening to avoid loss of data
If you are importing data from excel into Stockbook the file must be in a Comma Delimited file otherwise known as a .csv file.
If you have long numbers in your file (e.g. Sheep Genetics ID or EID’s) it is important not to reopen the file after it has been saved as a CSV.  It will become corrupted.

Step 1. Open Excel 

Open up the excel file. Make any necessary changes that nto the data before you save it as an CSV file (e.g. adding leading zeros to a number, changing the format of a number or altering the headings.)

Step 2. Save Excel sheet

  • Click on the File
  • Save As menu option
  • Select a File Path to save the file. (eg Documents or Desktop)
  • Enter a File Name
  • Select the CSV (Comma delimited) (*.csv) menu option
  • Click on the Save button



Article ID 911

    • Related Articles

    • Exporting Contacts to CSV File

      Exporting Contacts to CSV File Exporting my Contacts list in Stockbook, to a CSV (comma-separated-variable) file, for use in a mail-merge or spreadsheet. Step 1. Contact Click on the Contacts toolbar icon Step 2. Select Contacts Select all Contacts ...

    • Import a CSV File

      Importing a CSV File Importing CSV files allows the user to bring animals and associated data into Stockbook. Before you begin Always take a backup of your Stockbook data before importing CSV files. CSV files can corrupt so it is advisable to create ...

    • Export a CSV File

      Export a CSV File Stockbook provides a method of creating a master .CSV (comma-separated variable) file, containing selected information, for transfer to other equipment or loading into other software. Exporting a Master CSV File There is an option ...

    • Weights Data Import from CSV file

      Importing a Weights Data CSV file into Stockbook Until you are confident in importing the values please make sure to take a Backup before importing the data. If you have the CSV file open, please close it. Stockbook will not import data from a CSV ...

    • Exporting contact list to excel

      Step 1. Contacts Click on the Contacts toolbar icon. The list presents basic details of every contact in your database. A Dark Green background means that you have selected the contact. You may select contacts in a continuous group by clicking on the ...