With various reports and information to export, you’ll sometimes be exporting information from our software into an excel sheet that is formatted to a vendors specifications. While the information below is more specific to general excel usage vs our software options, we wanted to provide a basic guide on how to do so to assist with exporting software.

With your excel sheet open, click on the top Data menu option, then “From Text/CSV” which will open a window where you can select the file from Staffing Complete. Select it and click Import.

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After clicking import you’ll be shown a preview screen to show you what the separation of information will look like with the current settings. Once ready, click “Transform Data”.

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As excel will try to guess how you want items formatted, you’ll want to right click on the column header, click “Change Type”, and select “Text”. This will prevent the excel formatting from changing numbers that have decimals, dates, and removing leading zeros.

Once selected you’ll be given a prompt to chance the column type or add a new step, you’ll select “Replace Current”, and if everything is looking as expected click “Close & Load”.

Should excel automatically add cell shading that you want to remove, navigate to the “Table Design” at the top, then select the first option with black dashes, which has no coloring. Excel will also sometimes automatically add column headers, which you can either not select when you go to highlight and copy the data, or you can delete the top row.