How to Convert Excel Files for Giro 3.0
Giro 3.0 is a powerful software that allows you to create and manage invoices, receipts, and payments in a simple and efficient way. However, if you have data stored in Excel files, you may need to convert them to a compatible format before importing them to Giro 3.0. In this article, we will show you how to do that in a few easy steps.
Step 1: Save your Excel file as a CSV file
A CSV (comma-separated values) file is a plain text file that contains data separated by commas. It is a common format for exchanging data between different applications. To save your Excel file as a CSV file, follow these steps:
- Open your Excel file and select the worksheet that contains the data you want to import to Giro 3.0.
- Click on File > Save As and choose a location to save your file.
- In the Save as type dropdown menu, select CSV (Comma delimited) (*.csv).
- Click on Save and confirm any prompts that may appear.
Step 2: Open your CSV file with a text editor
A text editor is a program that allows you to edit plain text files. You can use any text editor you prefer, such as Notepad, TextEdit, or Sublime Text. To open your CSV file with a text editor, follow these steps:
- Locate your CSV file in your computer and right-click on it.
- Select Open with and choose your preferred text editor from the list of options.
- You should see your data displayed in rows and columns separated by commas.
Step 3: Edit your CSV file according to Giro 3.0 specifications
Giro 3.0 requires that your CSV file follows certain specifications in order to import it correctly. These specifications are:
- The first row of your CSV file must contain the column names.
- The column names must match the fields in Giro 3.0, such as Invoice Number, Date, Amount, etc.
- The date format must be YYYY-MM-DD.
- The amount format must be decimal with two digits after the decimal point.
- The currency symbol must be omitted.
- The separator between thousands must be omitted.
To edit your CSV file according to these specifications, follow these steps:
- Check the first row of your CSV file and make sure it contains the column names that match the fields in Giro 3.0.
- If not, edit the column names accordingly or add new columns if needed.
- Check the date format of your CSV file and make sure it is YYYY-MM-DD.
- If not, edit the date values accordingly or use a formula in Excel to convert them.
- Check the amount format of your CSV file and make sure it is decimal with two digits after the decimal point.
- If not, edit the amount values accordingly or use a formula in Excel to convert them.
- Check the currency symbol of your CSV file and make sure it is omitted.
- If not, delete the currency symbol from all the amount values.
- Check the separator between thousands of your CSV file and make sure it is omitted.
- If not, delete the separator from all the amount values.
Step 4: Save and close your CSV file
After editing your CSV file according to Giro 3.0 specifications, you are ready to save and close it. To do that, follow these steps:
- Click on File > Save or press Ctrl+S to save your changes.
- Click on File > Close or press Ctrl+W to close your text editor.
Step 5: Import your CSV file to Giro 3.0
The final step is to import your CSV file to Giro 3.0 and check if everything is correct. To do that, follow these steps:
- Open Giro 3.0 and log in with your credentials.