CSV and Excel Guidance

Supported V1 file guidance

• Use CSV UTF-8 for spreadsheet-style uploads.
• V1 does not support direct XLSX or XLS upload.
• V1 does not support unsupported PDF parsing, OCR, ZIP imports, or Google Drive imports.
• Check headers before upload so columns have clear names.
• One sheet should be exported at a time.

Export from Excel

• Open the spreadsheet in Excel.
• Choose File -> Save As.
• Select CSV UTF-8 (Comma delimited) (*.csv).
• If Excel warns that only the active sheet will be saved, click Yes or OK if that is the sheet you intend to use.
• Open the CSV in a text editor or spreadsheet viewer to confirm headers and row shape before upload.

Safer CSV practices

• Avoid formulas in uploaded CSV files when possible.
• Formula-like cells that begin with =, +, -, or @ may be escaped in generated CSV output to reduce spreadsheet formula injection risk.
• Keep files within the visible upload limits.
• Do not include secrets, passwords, payment credentials, or data you do not have the right to process.

Universal CSV Cleaner