Step 4: Send Merits to Your Team

How to convert a spreadsheet into a CSV

Summary

  1. Open an Excel file
  2. Click the File tab on the top-left
  3. Click Save As
  4. Click the selector bar next to File Format
  5. Select Comma Separated Values (.csv)
  6. Click Save

Step Details

Step 1: Open an Excel spreadsheet file

Find the Excel file you want to edit on your computer, and open it.


Step 2: Click the File tab

This button is in the upper-left corner of your screen - it will open a menu of all your file options.


Step 3: Click Save As on the File menu

This option will allow you to save this spreadsheet in a different file format. Clicking will open a new pop-up window.


Tip: The shortcut for
Save As is: 

⌘ Command+⇧ Shift+S on Mac

Control+⇧ Shift+S on Windows

Step 4: Click the selector bar next to File Format

It's located at the bottom of the Save As window. Clicking this bar will open a list of all the available file formats in a drop-down menu.

Step 5: Select Comma Separated Values (.csv) as your File Format

When this option is selected, you can save a copy of your spreadsheet file in a CSV format.


Step 6: Select a saving location

Browse your folders in the Save As window then select a location for saving your CSV file.


Step 7: Click Save

This button is in the lower-right corner of the Save As window - it will save a copy of your spreadsheet in CSV format.