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Easily import and manage your CSV

When you download your Spendesk purchase journal, you may need to check a couple of settings to get the right data.

Updated this week

Before you import your data on Spendesk

  1. Review your template in your Settings.

    1. What is the decimal delimiter for numeric values [.] or [,]?

    2. What is the column delimiter for the CSV [,] or [;]?

  2. Export your journals or data from Spendesk (Bookkeep > Export).

Once your data's exported on Excel

  1. Import your data via the "Import" function

  2. Select the correct column delimiter [,] or [;]

  3. Select the correct decimal delimiter [.] or [,]

Three simple steps to import a CSV to Excel

Import your data via the "Import" function

  • Open a new Excel spreadsheet (do not double-click on the CSV).

  • Go on "File" and then on "Import".

  • Select "CSV file" and click on "Import".

  • Select your Spendesk journal and click on "Get data".

  • Please make sure that the import action is set to "Delimited" and that the start import at row is set to "1".

  • Please change the File origin to "Unicode (UTF-8)"

  • Click Next.

Select the correct column delimiter [ , ] or [ ; ]

  • Please select your delimiters [ , ] or [ ; ] (depending on your setup on Spendesk) and click on Next.

Select the correct decimal delimiter [ . ] or [ , ]

  • Click on "Advanced" and verify the decimal separator [ . ] or [ , ] (depending on your setup on Spendesk).

  • Click on Finish and select whether you want to import the data into the existing sheet or a new sheet.

Three simple steps to import a CSV to Google Sheets

  • Go to File and then Import.

  • Go to the Upload option and select the CSV file to upload.

  • Select the correct delimiter [ , ] or [ ; ] and make sure to select the option "convert text to numbers, dates, and formulas"

Tip: if you are using a Macintosh computer, feel free to open the document in Numbers and then save it as CSV - UTF-8. This way, when you open it in Excel, you will obtain a readable format.

Also, if you are using Google Drive, the format should be correct.

If not, use one of the solutions above!

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