CSV creation tips & tricks

Below are some tips & tricks to help you create your own CSV/TSV files using either a Text Editor or an Excel file.

General Limits

• Uploading 25 CSV files at a time

• CSV file sizes not more than 50KB each

Create a CSV file using Text Editor

1. Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:

2. Save the file with extension .csv

Open

Create TSV file using Text Editor

1. Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:

2. Save the file with extension .tsv

Open

Create a CSV/TSV file using Excel

1. Open an Excel sheet and enter the data.

2. To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.

3. To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.

4. Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.

Metadata creation job how-to video

Learn how to configure a CSV file to submit a metadata creation job that allows you to add metadata values against existing lookup-type metadata fields for CAM, iManage, NetDocuments, or Microsoft 365.