How To: Saving a Spreadsheet as a Comma Delimited File Using Microsoft Excel

Overview

Some selections in Tyler require you to create a spreadsheet and then save it as a comma delimited/comma separated values file (.csv) in order to upload it to your system (e.g Cash Receipts Input File (12-01-02)).

This tutorial describes how to do this using Microsoft Excel.

Step-by-Step

1. Create your spreadsheet.

2. When you are ready to save, select the ‘Save As’ option (from the ‘File’ menu in Excel 2003 and earlier or from the ‘Office’ button in Excel 2007).

3. Select ‘CSV (Comma delimited) (*.csv)’ from the ‘Save as Type’ drop-down list.

4. Specify a save location on your computer.

5. Enter the name of the file in the ‘File Name’ box.

6. Click ‘Save.’

7. Click OK at the first warning message.

8. Click Yes at the second warning message.