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Convert a Spreadsheet to Comma-Delimited CSV Format for Salesforce Data Import

Udgivelsesdato: Oct 13, 2022
Beskrivelse

When uploading a CSV file to import data into Salesforce using the Data Import Wizard or Data Loader, you may find that all columns appear merged into a single string. This prevents you from mapping columns or data to their respective Salesforce fields.

This problem is caused by the delimiter used when the spreadsheet was saved as a CSV file. In many European countries, regional settings in spreadsheet programs use a semicolon as the delimiter. However, Salesforce supports only comma-delimited CSV files. Follow the steps below to convert your spreadsheet into a comma-delimited CSV file.

Løsning

Microsoft Excel 2007, 2010, or 2013 for Windows

  1. Click Start > Control Panel > Region and Language. Change the Format to English (United States).
    1. Note: After converting your spreadsheet, you can change this back to your original format. Remember to set it to English (United States) each time you save a new CSV file.
  2. Open your Excel sheet and go to File > Save As.
  3. Choose Unicode Text (*.txt) from the "Save as type" dropdown, enter a file name, and click Save.
  4. Open the saved Unicode .txt file in Notepad.
  5. Select a tab character, right-click it, and choose Copy (or press CTRL+C).
  6. In the Notepad menu bar, click Edit > Replace. Right-click the Find what field and choose Paste (or press CTRL+V) to insert the tab character. In the "Replace with" field, enter a comma and click Replace All. Close the dialog.
  7. Click File > Save As, choose All files (.) next to "Save as type," enter a file name ending in .csv, choose UTF-8 next to "Encoding," and click Save.

 

OpenOffice Calc for Windows, Linux, or Mac OS

  1. In the main menu, choose File > Save As.
  2. Next to "Save as type," select Text CSV (.csv) from the dropdown, enter a file name, and click Save.
  3. If prompted about formatting, click Keep Current Format.
  4. In the "Export Text File" dialog, choose Unicode (UTF-8) in the Character set field and choose comma as the Field delimiter.
  5. Leave the default options (Quote all text cells and Fixed column width unchecked; Save cell content as shown checked) unchanged.
  6. Click OK.

 

Notes:
  • If "Quote all text cells" is checked, all text cells are exported with leading and trailing quote characters. If unchecked, only cells containing the field delimiter character are quoted.
  • With "Save cell content as shown" checked, data is saved as displayed including applied number formats. If unchecked, raw data content is saved.

 

Microsoft Excel 2008 or 2011 for Mac

  1. In the main menu, choose File > Save As.
  2. From the "Format" dropdown, choose UTF-16 Unicode Text, enter a file name, and click Save.
  3. Open the saved document in TextEdit.
  4. Select a tab character and click Edit > Copy (or press Command+C).
  5. In the main menu, choose Edit > Find > Find and Replace.
  6. Click the Find field and choose Edit > Paste (or press Command+V). In the "Replace with" field, enter a comma and click Replace All, then close the dialog.
  7. Change the file extension from .txt to .csv: select the file, press Command+I, in the "Name & Extension" section replace .txt with .csv, and press Enter. When prompted, click Use .csv.


Video walkthrough: How to Save Your Spreadsheet into a Comma Delimited CSV — This video demonstrates saving a spreadsheet as a comma-delimited CSV file for use with Salesforce Data Import.



Vidensartikelnummer

000387738

 
Indlæser
Salesforce Help | Article