Hurree Academy

Uploading a CSV from Excel

Niamh McGlade
Niamh McGlade
  • Updated

You can easily download your spreadsheet from Excel as a CSV file. Below we have detailed how to download your spreadsheet as a CSV and upload this to Hurree.

 

Preparing Your Excel Sheet

Before converting your Excel sheet to a CSV file, it's crucial to ensure your data is properly organised to prevent any loss or misinterpretation of data. Here are some tips:

  • Ensure all your data is in plain text format. CSV files cannot process Excel formulas or formatting.
  • Make sure your data doesn't contain any commas as CSV files use commas to separate cells. If your data must include commas, consider using a semicolon (;) or tab-separated CSV file.
  • We have created a best practices article on how best to format your spreadsheet for Hurree which we recommend reviewing before exporting to CSV.

 

Saving Your Excel Sheet as a CSV File

Once your Excel sheet is ready, follow these steps to save it as a CSV file:

  1. Open your Excel sheet and click on 'File' at the top-left corner.
  2. Select 'Save As' from the dropdown menu.
  3. Select the location where you want to save your file.
  4. In the 'Save as type' field, select 'CSV (Comma delimited) (*.csv)' from the dropdown menu.
  5. Click 'Save'.

Please note that if your workbook contains multiple sheets, only the current sheet will be saved as a CSV file. If you want to save all the sheets as CSV files, you'll have to repeat the process for each sheet.

 

Uploading to Hurree

  • Once you have selected Table (Input/CSV), click the upload CSV button at the bottom of the screen.
  • You will first need to select whether your spreadsheet includes columns and row headers, then you can simply drag and drop your CSV or upload from your files.
  • This will immediately populate on the table above which you can then edit and add additional information before adding to your dashboard.

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