{"id":14589,"date":"2021-06-04T18:55:09","date_gmt":"2021-06-04T18:55:09","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/create-a-csv-file\/"},"modified":"2022-11-22T20:11:03","modified_gmt":"2022-11-22T20:11:03","slug":"create-a-csv-file","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2021\/06\/04\/create-a-csv-file\/","title":{"rendered":"Create a CSV file"},"content":{"rendered":"\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">Do you want to import your data into the Collabox, but you don&#8217;t know how to create a CSV file?<\/span><\/p>\n\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">You will find here all the explanations to transform your database into a CSV file. But on board, what is a CSV file? It stands for Comma-Separated Values in English. It is an open, computerized format of text separated by commas. Thus, a tabular file like Excel can be turned into a full text file, ideal for importing data.<\/span><\/p>\n\n<h3 class=\"wp-block-heading\">How to create a CSV file<\/h3>\n\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">There are several ways to save as CSV, but only two work when importing into Collabox.<\/span><\/p>\n\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">NOTE: Technically, Excel allows to save in CSV format, but it is not very flexible, not allowing to choose the encoding of the file. This therefore makes the produced file incompatible when importing into Collabox.<\/span><\/p>\n\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\"><\/span><\/p>\n[toggle title=&#8221;Instructions for using LibreOffice&#8221;]<\/span><br \/>\n<span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\"> The first method is to use the free software LibreOffice. It is a software suite similar to Microsoft Office. Calc (LibreOffice) is the equivalent of Excel at Microsoft. The first step is to open your Excel file using this new software. Once it&#8217;s done, click on File &#8230; -&gt; Save as&#8230;<\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">In the window that appears on the screen, you will be able to choose the location where you want to save the file. In the small drop-down menu, choose the option &#8220;CSV Text (.csv)&#8221; and click &#8220;Save&#8221;.<\/span><\/p>\n<p style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1687 size-full\" src=\"\/wp-content\/uploads\/2016\/09\/ToCSV1.png\" alt=\"tocsv1\" width=\"764\" height=\"712\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV1.png 764w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV1-300x280.png 300w\" sizes=\"auto, (max-width: 764px) 100vw, 764px\" \/> <span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">The next step is to choose the options so that they are the same as the screen clip above. The field separator MUST be a semicolon. As for the text separator, the field must be empty. Once the options have been chosen, click on &#8220;OK&#8221;.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1688 size-full\" src=\"\/wp-content\/uploads\/2016\/09\/ToCSV2.png\" alt=\"tocsv2\" width=\"520\" height=\"354\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV2.png 520w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV2-300x204.png 300w\" sizes=\"auto, (max-width: 520px) 100vw, 520px\" \/><\/p>\n<p style=\"text-align: justify\">[\/toggle]\n[toggle title=&#8221;Instructions for using Numbers&#8221;]\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">This solution is only valid for Mac owners. Numbers is the equivalent of Excel, but on the Mac OS X platform.<\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">First you need to open your Excel file with Numbers. Once this is done, click on File -&gt; Export to -&gt; CSV.<\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1684 size-large\" src=\"\/wp-content\/uploads\/2016\/09\/ToCSV4-1024x361.png\" alt=\"tocsv4\" width=\"1024\" height=\"361\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV4-1024x361.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV4-300x106.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV4-768x271.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV4.png 1145w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">In the recording options you can choose the desired encoding.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1686 size-full\" src=\"\/wp-content\/uploads\/2016\/09\/ToCSV56.png\" alt=\"tocsv56\" width=\"637\" height=\"236\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV56.png 637w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV56-300x111.png 300w\" sizes=\"auto, (max-width: 637px) 100vw, 637px\" \/>The one to select is &#8220;Western (ASCII)&#8221;.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1685 size-full\" src=\"\/wp-content\/uploads\/2016\/09\/ToCSV5.png\" alt=\"tocsv5\" width=\"666\" height=\"530\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV5.png 666w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/09\/ToCSV5-300x239.png 300w\" sizes=\"auto, (max-width: 666px) 100vw, 666px\" \/><\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">You just have to do next to choose the location of the new file and you&#8217;re done.<\/span><\/p>\n<p style=\"text-align: justify\"><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">[\/toggle]\n\n<p><span style=\"color: #000000;font-family: arial, helvetica, sans-serif;font-size: 12pt\">If you have problems and are unable to transform your file, don&#8217;t panic!<\/span><span style=\"font-family: arial, helvetica, sans-serif;font-size: 12pt\"> <a href=\"\/contact.php\">Contact us and we will assist you. <\/a><\/span><\/p>\n\n<p><span style=\"font-family: arial, helvetica, sans-serif;font-size: 12pt\"><span style=\"color: #000000\">If you have been efficient and everything has gone well,<\/span><a href=\"\/2016\/09\/08\/importation-de-contacts-a-partir-dun-csv\/\"> you can continue to the next text to import your data into Collabox.<\/a><\/span><\/p>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our <a href=\"\/category\/tips-and-tricks\/?lang=en\">Blog<\/a> to continue your Collabox configuration!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n<p>info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to import your data into the Collabox, but you don&#8217;t know how to create a CSV file? You will find here all the explanations to transform your&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[187],"tags":[],"class_list":{"0":"post-14589","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-uncategorized"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create a CSV file - Collabox 2026 - ERP management software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Collabox allows you to import your list of contacts, suppliers and customers from a CSV file. 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