How Do I Save My Spreadsheet as a CSV File?
The instructions below use Excel, however most spreadsheet programs (like Google Sheets, for example) will follow a similar process.
- Open your spreadsheet and click “File” and then “Save As.”
- Select “CSV (Comma delimited) (*.csv)” from the Save as type dropdown.
- Choose where you want to save your file then click "Save."
For more information about saving your spreadsheet as a CSV file, see the help articles from Microsoft and Google.
You can also use the sample CSV file attached to this article to set you on the right path for formatting your import fields
How to Import Contacts Into SOUS From a CSV File
If you were maintaining client information before subscribing to SOUS, you can import them all using a CSV file. Before you begin The import tool only works with CSV files Each contact in your file must have a first name and email address Learn how ...
How to Prepare My CSV File for Importing Clients Into SOUS
Learn best practices for importing clients from a CSV file into your SOUS account— These tips should help you avoid import errors, partial imports, and frustration. Remove any unnecessary information Our importer will run through every column and ...
How Do I configure or setup my Personal profile in SOUS?
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How Do I configure or setup my Business Profile in SOUS?
This article provides information on how to configure your business profile in SOUS. Setting up your business in SOUS includes the following: Adding Business Information Setting up Team Setting up Products/Services Configuring Invoice Policy Opening ...
How Do I Customize My Invoices?
Your invoices provide important details of your services for every client you serve, including your business information, an itemized list of products/services provided, balances, and maybe most importantly your business's payment terms or "policy". ...