Working with ServiceTrade CSV Exports in Excel

This article walks users through the process of working with ServiceTrade CSV Exports in Microsoft Excel.

ServiceTrade, like most modern software platforms, now uses 64-bit integers in our backend system in order to scale and accommodate the growth of our customers. This means that our record IDs are now longer. You can read more about our update to 64-bit integers for Record IDs here.  

Microsoft Excel has a long-standing limitation and does not support proper formatting of 16-digit integers when importing from CSVs. You can read more about this Excel limitation here via Microsoft Support. Many other spreadsheet solutions do not have this limitation. Recently our record IDs went from 15 digits to 16 digits. Customers using Microsoft products to convert data will have to follow a new process to overcome this Microsoft limitation.  We’ve outlined a few potential solutions in this article below.

How to Manually Import CSVs into Excel for Windows

The process below will ensure that you are properly importing the ServiceTrade CSV export file into Excel with all 16-digit numbers intact and formatted properly.

1. Open Excel.
2. Create a new Blank Excel Workbook.
3. Navigate to the Data tab.
4. Select the From Text/CSV button.
   
    
5. Select the CSV file to import.
6. In the formatting pop-up window, under the Data Type Detection dropdown select "Do not detect data types."

   

7. Click Load to import the CSV into the Excel Workbook with proper formatting.

Example of properly imported ServiceTrade data in Excel for Windows:

How to Manually Import CSVs into Excel for Mac

The process below will help you properly import the ServiceTrade CSV export file into Excel with all 16-digit numbers intact and formatted.

1. Open Excel.
2. Create a new Blank Excel Workbook.
3. Select File > Import.
   
   
   
4. On the import dialogue select CSV File as the file type to import.
   
   
   
5. Select the CSV file that you exported from ServiceTrade.
   
   
   
6. On the Text Import Wizard Step 1 window, select Delimited and click Next.
   
   
7. On the Text Import Wizard Step 2 window select the Comma checkbox, indicating that the data should be separated by Commas, and click Next to proceed.
   
   
8. On the Text Import Wizard Step 3 window, select Text as the Column data format and click Finish to close the wizard.
   
   
   
9. Click Import and the data will come into Excel formatted correctly and will not improperly format the 16-digit numbers.
   
   

Example of properly imported ServiceTrade data in Excel for Mac: