Two small things to check on Spendesk, three simple steps on Excel

Before you import your data - on Spendesk

  1. Review your setup in 'Settings>Accounting>Exports' for the template that you use.

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

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

  2. Obviously, you need now to export your journals or data from Spendesk ;)

After you exported your data - 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 verify 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)

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 Mac 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.

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