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"" "