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Prepare a CSV

Updated Sep 1, 2026 Print

A clean CSV makes importing smooth.

Export to CSV

  • Excel — File → Save As → CSV UTF-8
  • Google Sheets — File → Download → Comma-separated values (.csv)
  • Apple Numbers — File → Export To → CSV

Recommendations

  • Save as UTF-8 CSV so names and characters import correctly
  • Put clear column headers in the first row
  • Use consistent date formats (for example YYYY-MM-DD or MM/DD/YYYY)
Important

Never include passwords or security credentials in an import file.

Still need help? Contact Mutual Covenant Support.
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