How to convert a *.xlsx file to a CSV File in Microsoft Excel

Before you begin, it’s important to ensure your data is properly structured for import. SmartSuite requires specific fields to be formatted correctly to avoid errors during the upload process. For a complete overview of the required data and formatting guidelines, refer to this guide: Patron Import Overview and Prerequisites.

If you have student and teacher data stored in an Excel file and need to format it for bulk import into SmartSuite, you’ll need to save it as a CSV (Comma-Separated Values) file. Follow the steps below to ensure your data is correctly formatted and ready for import.

Step 1: Open Your Excel File

Ensure all student or teacher data is organized in a structured manner within an Excel spreadsheet. Each column should represent a distinct field such as First Name, Last Name, Email, Grade, etc.

Step 2: Save the File as CSV

1. Click File in the top menu.

2. Select Save As (or Save a Copy if using OneDrive).

3. Choose a location to save your file.

4. In the Save as type dropdown, select CSV (Comma delimited) (*.csv).

5. Click Save.

6. If prompted with a warning about formatting differences, click OK.

7. Ensure that your new file is saved as [FILENAME].csv to confirm the correct format.

Next Steps: Importing Your Data into SmartSuite

Once your CSV file is saved, proceed with the bulk import process using the following guides:

• Importing Students: Bulk Importing Students

• Importing Teachers: Bulk Importing Teachers

By following these steps, you’ll ensure your student and teacher data is correctly formatted and easily imported into SmartSuite, minimizing errors and streamlining the process.