How to Manipulate .CSV files

Written by: Sheryll Chua


Some database export systems provide a .CSV file that is formatted as a single column of values, separated by commas or semicolons. You can readily import this to FunnelBud, just make sure to choose the correct delimiter. However, if you want to process the values before importing the list (filter, add new columns, etc), here's how you can separate the values into columns.

Formatting in Google Sheets

To format a .CSV file for import, in Google Sheets, do the following:

    1. In Google Drive, click New > File Upload.
    2. Select the .CSV file.
    3. Click Open.
    4. Right-click the uploaded file.
    5. Select Open With Google Sheets.
    6. Above Row 1, click the letter for the column to split.
    7. In the menu bar, click
    8. Data > Split text to columns.
    9. In the separator menu that appears will display, select the appropriate punctuation separator.
    10. In the menu bar, click
    11. File > Download As > Comma-separated values (.csv, current sheet).

Formatting in Microsoft Excel

To format a .CSV file for import in Microsoft Excel, do the following:

    1. In Excel's top toolbar, click
    2. File > New Workbook.
    3. In the Data tab, click From Text.
    4. In the pop-up window that appears, select the desired .CSV file.
    5. Click Get Data.
    6. In the Text Import Wizard, select the radio button next to Delimited.
    7. Click Next.
    8. Select the appropriate Delimiters.
    9. Change the Text qualifier to {none}.
    10. Click Finish.
    11. In the Import Data box, click Ok.

Note: If there are quotation marks around the beginning and end of words, use Edit > Find/Replace to remove them. Rows containing commas as data—and not as record separators—should have their fields encased in quotation marks to avoid this data being misinterpreted as a delimiter.