How to convert an XLS file to CSV Let’s say you have the file clients.xlsx and you need it converted to clients.csv to be then uploaded as a client list in your new CRM tool.

To create one, you convert Excel to CSV (comma delimited) format, so you start by populating your spreadsheet in the way you ordinarily would.

How to open a CSV file in Microsoft Excel 1. In Excel's ribbon, click the File tab and then click Open. 2. Click Browse and, in the File Explorer box, click the drop-down menu to the right of the ...