How to create a CSV file from a spreadsheet?

How to create a CSV file from a spreadsheet?

If you have a spreadsheet (.xls .xlsx or google spreadsheet and more) in order to upload the contacts to Drove's CRM you'll need to convert the file to .csv

Creating CSV from Google spreadsheet

  1. open your spreadsheet in Google Drive
    01_-_file.png
  2. Click file then download as and Comma-separated values (.csv, current sheet)
    02_-_download_as.png
  3. Save the downloaded file and follow the next guide - how to upload CSV file to Drove

Creating CSV from Microsoft excel

Tip: We recommend downloading the template file and copying your contact information.

To download a CSV template file, click here.

In order for the platform to read the data it is important to give a suitable title for each column - name, email, phone.

Untitled.png

Continue - after you finish building the file you want to upload or download the file from Google Drive

1. Click "File"> "Save As"> Select a location to save the file to your computer.

2. ** Very important, please do not skip this step **
If you use other languages then English, you must verify that your CSV file is encoded in UTF-8 encoding otherwise the contact names will appear as question markers. To do this, select "File Type" "CSV-UTF8".

csv.png

3. Name the file and save.

4. To continue uploading your CSV to Drove click here


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