☗ 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 over a week ago

Before you import your data ➡️ on Spendesk

  1. Review your setup in Settings > 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. 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 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.

Also, if you are using Google drive, the format should be correct. If not use one of the solutions above! ⬆️

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