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How to: Create a CSV file

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A CSV upload is when you upload an excel file, or a Comma Separated Value file, to our app to populate your ORDERS page. You might consider uploading a CSV if you keep lots of information that pertains to your store's orders in an excel file.

Converting you excel file to CSV is easy. Just follow these four simple steps.

  1. Open the spreadsheet file you want to convert.
  2. In the upper right hand corner, click the windows icon and then Save As.

    save as for CSV file.png

  3. In the Save as Type field, select CSV (Comma delimited). Click Save.

    save as CSV comma deliminated.png

  4. Because CSV files do not preserve formats specific to excel, such as multiple sheets or bold text, you will get a message alerting you before you proceed. Click OK to continue.

    click OK to save CSV.PNG

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