Edit Data via CSV When Using Values Containing Commas or Quotes

Save file as CSV (Comma delimited)

To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.

Multiple values cell

If CSV file contains cells where multiple values are allowed, please use the following rules for entering values:

  • Use comma as delimiter between values inside cell.
  • If value contains comma inside itself - value should be framed in quotes " "
    Example: Values for cell are Include A and Include B,C
    In Excel you should enter them as Include A, "Include B,C"
  • If value contains quote, but no commas inside - quote should be encoded with quote ", no framing required
    Example: Values for cell are Include A and Include "New""
    In Excel you should enter them as Include A, Include ""New""
  • If value contains comma and quote inside itself - quote should be encoded with quote " and value should be framed in quotes " "
    Example: Values for cell are Include A and Include B,"New"
    In Excel you should enter them as Include A, "Include B,""New"" "