CSV and spreadsheet conversion
How To Convert CSV To Excel Office 365?
How To Convert CSV To Excel Office 365. Check delimiters, column types and the saved file using a small example. Keep original source records.
In desktop Excel for Microsoft 365, start with Data > From Text/CSV where available. Browser Excel and individual builds can expose different import controls, so do not assume a desktop command is present in the web interface. Use a desktop import when you need explicit column-type control.
Import with explicit column handling
- Keep the source file and open a fresh workbook in desktop Excel.
- Choose Data > From Text/CSV when that command is available, and select the source file.
- Set the delimiter and inspect the preview. Verify the header row and the number of fields in several records.
- Choose the transform or type-selection step before loading when identifiers, dates or long codes need text handling. Review automatic type changes rather than accepting them blindly.
- Load the table, inspect representative cells, and save an Excel Workbook copy with the .xlsx extension.
If your version uses the legacy Text Import Wizard, choose the corresponding delimiter and column data formats in that wizard. The exact screens depend on the installed Excel version; the essential decision is made before automatic numeric or date conversion.
Check the intermediate table
If the import creates a refreshable query, distinguish its source data from manual edits in the loaded table. Refresh can reload records from the source, so keep any intended correction in an appropriate source or transformation step. Test refresh with a disposable workbook before depending on it for repeated deliveries. Record where the source file lives so moving the workbook does not silently break the next refresh.
Use a small fidelity test
Before processing the full file, include a record with identifier 00123, name Bose, Mira, date text 2026-09-29, amount 1250.50, and note He said "ready". Add a second record with an empty note. This exposes the important differences between a number, a text code, punctuation inside a field and a missing value.
For comma-separated output, the name containing a comma needs quotation marks. A quote inside a quoted field is represented by doubling it. A line break inside a quoted field is part of one record, so counting physical text lines is not always the same as counting table rows. Use a CSV parser when validating record counts.
Separate values from display formats
Leading zeros, long account-like identifiers and date-looking strings are common conversion traps. Decide their intended types before import. A numeric cell formatted to show five digits is different from a text value containing five literal characters. If a numeric conversion has already removed significant digits, changing the cell’s display format afterward cannot reconstruct them.
CSV does not carry a schema identifying a column as a date, number or text. A receiving program makes its own interpretation. Document the expected types alongside the export. Use a consistent date convention and decimal convention, and keep identifiers as text when arithmetic on them would be meaningless.
Verify the actual file
- Compare the source and destination record counts with a parser, accounting for any header row.
- Check the first, middle and last records, including a blank field and a value containing punctuation.
- Inspect non-ASCII names and symbols to confirm the encoding was interpreted correctly.
- Check whether formulas became calculated values or literal formula text, according to the intended export.
- Confirm that the receiving system assigns the intended column types rather than silently converting identifiers.
Common problems
If every record appears in one column, inspect the delimiter setting. If one record has too many columns, inspect CSV quoting rather than deleting punctuation. If dates change appearance after reopening, inspect the literal saved text and the importer’s type rules separately. If an entire worksheet seems absent, verify which sheet was active when exporting; CSV is not a multi-sheet container.
For repeated deliveries, keep a small written specification containing encoding, separator, header names, column types and the meaning of empty fields. Test the conversion against that specification after any application or export-setting change. This is more reliable than judging success from a spreadsheet preview that may have already reformatted the values.
References
Microsoft: import and export text files, save a workbook in text format, and Text Import Wizard.


