What is a CSV file?
A CSV (Comma-Separated Values) is a simple file format used to store data in a table, such as a spreadsheet. Each line of the table or spreadsheet is a data record. Each of those records consists of one or more fields, separated by commas.
You can create and save a CSV file of customer or employee data in Excel or most other spreadsheet programs. You can then upload all of your customer or employee email addresses into your One Question account in one go by importing the CSV file.
Save a file as a CSV
To save a spreadsheet as a CSV file, open your file in your spreadsheet program (shown below in Excel).
Click on ‘File’ in the top left corner, then select ‘Save As’.
Under ‘Save As’, locate which folder you wish to save your file in, then select ‘CSV (Comma delimited)’ as the file type.
Click ‘Save’ once you’re ready to save your file.
You’ll probably see a message that states ‘Some features in your workbook might be lost if you save it as a CSV (Comma delimited). Do you want to keep using that format?’.
This just means that any formatting you may have used in your file (such as bold text) will not be saved in the CSV formatted file.
Click ‘Yes’ to continue.
Your spreadsheet has been saved as a CSV file, ready to be imported into the platform!