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

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