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đź“‚Best File Format for Uploading Spreadsheets

Saving your spreadsheet in the right format is essential for a smooth import into ClickBid. Using the correct file type ensures that your data—especially special characters—uploads correctly without errors.


đź’ľ How to Save Your Spreadsheet in the Right Format

To avoid upload issues, we recommend saving your file as CSV UTF-8 (Comma delimited). This format handles special characters and formatting more reliably than a standard CSV file.

  1. Open your spreadsheet in Excel or a similar program.

  2. Click File in the top menu.

  3. Select Save As.

  4. Under Save as type, choose CSV UTF-8 (Comma delimited) (*.csv) from the dropdown.

  5. Click Save.

ℹ️Info: CSV UTF-8 is especially helpful if your spreadsheet includes names, accents, or symbols that may not appear correctly in a regular CSV file.


⚠️ Keep the Spreadsheet Layout Intact

Before uploading, make sure:

  • You do not change or remove any headers in the file.

  • You do not add or delete columns unless specifically instructed.

Changing the spreadsheet layout can cause your upload to fail or result in missing data.

⚠️ Warning: Modifying column names or positions can prevent ClickBid from matching your data properly.