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🗄️ How do I save an Excel spreadsheet as a CSV file?

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Only Manager can upload a csv file into NORMEX ✨

If you want to save a tremendous amount of time while uploading your checklists, it can help to check the formatting and then save your Excel spreadsheet (XLS, XLSX) or Google sheet as a Comma Separated Value file (CSV) instead. CSV files are just like Excel spreadsheets, except they strip out the excess formatting that causes some import errors.

Some important information

In order to achieve this goal, you need to perform the following steps:

  1. Login into NORMEX 👀
  1. Select the module for which you want this action
  1. Navigate to the table for which you want to make changes
 
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Save as

Open the sheet within the Excel file you want to save in CSV format. In CSV you can only save one sheet at a time.

From the file menu, select the optiosn Save As.

Tip: you can also press F12 to open the Save As dialog.

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CSV (Comma delimited)

In the Save As dialog you enter a name for your file. Next to the Save as type label you select the option "CSV (Comma delimited) (*.csv). Make sure you selected the folder you want to store the file in and click on Save.

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Active sheet

After you clicked on Save, Excel will give you a warning that only the active sheet will be saved as CSV. Click OK in the dialog.

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Non compatible content

CSV is a very simple, text-only format. If you have used formula's or style in your Excel sheet Excel will show a warning that these will not be exported to CSV format. Click on Yes in this dialog. Your data is now saved to CSV format.

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