Leads - How to Configure the Template File for Editing in Microsoft Excel

In this article, you will learn how to correctly format the template file in Microsoft Excel, ensuring that the data is imported into the system without reading or formatting errors.

Follow the step-by-step below:

The most efficient way to open CSV files with accents and special characters in Excel is by importing the data, rather than opening the file directly. See how to do it:

1. Open Microsoft Excel in a new blank workbook.

2. Go to the Data tab in the top menu.

3. In the Get & Transform Data group (or Get External Data in older versions), click From Text/CSV (or From Text in earlier versions).

4. Locate and select your CSV file.

5. In the preview window that will be displayed, find the File Origin or File Encoding option.

6. In the drop-down menu, select 65001 : Unicode (UTF-8). This will ensure that accents and special characters are displayed correctly.

7. Check the Delimiter (usually comma or semicolon) and make sure the data is being distributed correctly across the columns.

8. Click Load (or Finish in older versions) to complete importing the data into the spreadsheet.

⚠️ Avoid leaving blank rows or columns to prevent errors when importing the data.

Done — this way, your template file will be properly configured in Excel, preventing errors when importing the data into the system.