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Formatting a CSV file in Excel

When working with a CSV file in Excel, you may need to apply special formatting to the file for it to import seamlessly into Retail POS.

Formatting a CSV file in Excel

  1. Open the CSV file in Excel.
  2. Select the first column.

    First column selected in Excel.

  3. Click to convert Text to Columns.

    Convert Text to Columns.

  4. Select Delimited.

    Delimited selected.

  5. Click Next.
  6. Select Comma or Other and type a comma character.

    Comma selected.

  7. Click Finish.

Fixing truncated numbers or scientific notation in Excel

Truncated numbers can occur when using Excel to edit CSV files if your organization uses a SKU format with long digit numbers or numbers with a leading 0.

Truncated numbers in Excel.

When you export your Retail POS products to a CSV and open the file in Excel, it may treat the SKU column as a scientific number field and remove the leading zero and truncate the SKU. When you re-import the file, Retail POS may treat this as a new SKU code and add a duplicate or incorrect product.

Truncated SKU.

To manage this, you can either open the file in Google Sheets, or follow the steps below to fix truncated SKU codes in Excel:

  1. Export your product list as a CSV and open the file in Excel.
  2. Select the SKU column you need to fix.
  3. Click Format > Format Cells.

    Format cells option highlighted.

  4. In the Number section, change the category to Number.
  5. Set the Decimal places to 0.

    Format category number with 0 decimal places.

  6. Click OK.

The SKU code in Excel should now be in the correct format.

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