Fieldfolio Help

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

  1. Excel > File > Save As...
  2. Select the UTF-16 Unicode Text.
  3. 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

  1. File > Export > CSV...
  2. Expand the Advanced Options section.
  3. Select Unicode (UTF16LE) under Text Encoding.

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