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How to create a CSV file?

Introduction

Many of us continue to use spreadsheets for customer databases. It might be enough if you have five or ten customers, but to make your business grow an effective tool, like ONLYOFFICE CRM, for tracking your customers is essential.

This step by step guide will show you how to save an existing spreadsheet as a CSV file.

Step 1. Access the ONLYOFFICE Documents

Enter your ONLYOFFICE portal and click the Documents link.

How to create a CSV file? Step 1 How to create a CSV file? Step 1

In case you have already logged in to the portal and been using it for some time, to access the Documents module, open the drop-down list in the top left corner of the page and select the corresponding option.

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Step 2. Open your spreadsheet

The My Documents folder opens.

Locate your spreadsheet and click the Edit icon - Pencil icon to the right or use the Edit option from the context menu. The file will open in the new tab.

Using filters and sorting your documents will facilitate the search of the necessary spreadsheet.

To open the file stored on your hard disk drive, first upload it to ONLYOFFICE Documents clicking the Upload button in the upper left corner of the page.

How to create a CSV file? Step 2 How to create a CSV file? Step 2

You can also start a new spreadsheet right on the portal clicking the Create button in the upper left corner and selecting the Spreadsheet option from the drop-down list.

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Step 3. Edit your spreadsheet

For a correct data import you must follow some general rules:

  • the first row is a header record containing column/field names;

    To add a header record, select the first row with the mouse. Right-click and follow Insert >> Entire row. An empty row will be inserted above the row you selected. Enter the necessary column/field names.

  • the required fields are: First Name and Last Name for importing persons, Company Name for importing companies;

    To add a new column (eg. if the First Name and the Last Name are indicated in the same column to separate them or just to add some more information) to your spreadsheet, select a column before which you want the new column added. Right-click and follow Insert >> Entire column. The new column will be inserted to the left of the selected one. Enter the necessary values.

  • there is one contact record per row.
How to create a CSV file? Step 3 How to create a CSV file? Step 3

Make sure that all the information is correct and click the Save Save icon icon at the top toolbar to save all the changes you made in your spreadsheet.

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Step 4. Save your spreadsheet as a CSV file

CSV (comma-separated values) represents a simple file format that is widely supported by various applications, e.g. text editors. Such files store tabular data in the plain-text form.

To save your spreadsheet as a .csv file, click the File File icon icon at the left sidebar, select the Download as... option and choose the CSV format.

How to create a CSV file? Step 4 How to create a CSV file? Step 4

The Choose CSV Options window will open. Select Unicode (UTF-8) as the Encoding type and Comma as the Delimiter to separate the values in your file. Otherwise the file could not be loaded to ONLYOFFICE CRM at all or the information will be displayed incorrectly.

Click the OK button to start saving your file.

How to create a CSV file? Step 4 How to create a CSV file? Step 4

By default, the created CSV file will be saved in the Downloads folder on your hard disk drive. Now you can proceed to importing contacts to ONLYOFFICE CRM.

In the same way you can convert any spreadsheet you need to the CSV format.

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Please note that the comments section should be used to submit your comments and suggestions concerning the documentation itself. All the questions and issues about the portals work can be discussed at our developers forum for the ONLYOFFICE server version or at user forum for the ONLYOFFICE SaaS version. You can also submit your problems to our support team. Thank you for understanding.

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