To import from Excel to Roadmunk, the spreadsheet should be saved as a CSV and then imported directly.

Some large Excel spreadsheets have formulas and other features that make saving as a CSV more difficult. This guide contains help items on how to make your Roadmunk experience as easy as possible -- even when coping with the biggest and bulkiest spreadsheets.

Date Formatting

It's important to have a consistent date format or else the Roadmunk import engine won't know which way to read the dates. Sometimes this is caused by many people sharing a spreadsheet, and sometimes it is caused when there are formulas used for setting dates.

See the Microsoft article here for information on how to set the date format in Excel. Make sure to select the entire columns to be formatted as Start Date and End Date - otherwise only the contents of one cell will be changed.

Extra Text

Some Excel users keep other data in their spreadsheets -- far away from the main section of text. These can be records or sums or other figures that aren't relevant to the data. Don't forget that any extra information should be deleted from the CSV (but not from the XLS file!) before importing or it can lead to errors.

Saving as CSV

When saving as a CSV, Excel will make a snapshot of whatever information is displayed in the spreadsheet at the time. So it's important to have the date formatting set correctly first before saving as a CSV.

The Microsoft article on how to save a file as a CSV is here.

Encoding

Make sure that the character encoding from Excel is UTF-8

Non-English Language Excel

There are sometimes problematic errors when working with non-English language versions of Excel.  Microsoft is aware of these issues, but they remain unaddressed. See this link for some additional help with regards to non-English encoding.

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