Learn the basics of what you need to know to create CSV files. CSV files are used throughout FacilityOS and its modules to help you bulk import information to the platform.
What are CSV files?
A CSV (Comma-separated values) file is a text file that stores information in a table format. Each row represents one record, and each column represents a type of information, such as a name, email address, or ID.
What application do I use to create a CSV file?
To create or edit a CSV file, open a spreadsheet app such as Microsoft Excel or Google Sheets.
Formatting your CSV file
Start your first column heading in cell A1 to ensure all column headings are in the first row.
Save a spreadsheet as a CSV file
Once you have created your spreadsheet, you will need to save it as a CSV file. Below are steps to save it in Microsoft Excel or Google Sheets.
Save a spreadsheet as a CSV in Microsoft Excel
- Click File.
- Click Save As.
- Under "Share Options", click This PC.
- From the Save as type drop-down menu, select CSV (Comma delimited).
- Choose a location on your desktop where you would like to save the file and click Save.
Save a spreadsheet as a CSV in Google Sheets
- Click File.
- Hover over Downloads, then select Comma Separated Values (.csv).
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