How to prepare spreadsheet data for import
PURPOSE
Clean import files reduce errors when uploading data into another system.
CHECK FORMAT
Use required column names, date formats, number formats, and allowed values.
CLEAN DATA
Remove blank rows, merged cells, extra headers, formulas if values are required, hidden columns, and unrelated notes.
VALIDATE
Check required fields, duplicate records, invalid characters, and maximum field lengths.
SAVE FORMAT
Use the file format required by the destination system, such as CSV or XLSX.
BEST PRACTICE
Keep a copy of the original file before making import changes.