How do I save my Excel file as a .CSV?

Import your patient list with ease

Written by Justin Whitener
Updated over a week ago

When uploading your patient list into your Inbox, it must be imported as a .CSV. If your patient list is currently in an Excel file, there are a couple quick and easy steps to convert the file to a .CSV.

  • Select File in the upper right hand corner of your Excel File.

  • In the drop down, select Save As.

  • Select where you would like the file saved, and adjust the File Format or Save as Type to .CSV.

  • Click Save.

  • Your contact list is now ready for importing!

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