Create import-friendly CSV files
Follow a few simple steps to export CSV files ready for Fieldfolio.
Fieldfolio uses Unicode UTF-16LE file format for customer CSV imports, which is compatible with all versions of Excel.
When saving or exporting a CSV file, follow these steps to avoid any issues:
Microsoft Excel
- Excel > File > Save As...
- Select the UTF-16 Unicode Text.
- Ensure the filename ends with
.csv
.
By default Excel saves CSV files using the .txt
filename extension. Wrapping the filename in quotes allows you to save the file with .csv
instead, i.e. "example.csv"
.
Apple Numbers
- File > Export > CSV...
- Expand the Advanced Options section.
- Select Unicode (UTF16LE) under Text Encoding.