Exporting From Excel

It is easy to download a CSV from Excel to upload to Magellan Data. The entire process takes less than 5 minutes.

Preliminaries

Your CSV file must have at least three columns in this order:

  1. ID: A unique identifier for each company (can be a CRM ID, account number, or any unique value)
  2. Company Name: The name of the company
  3. Website/URL: The company's website

Important notes:

  • Column names can be anything (e.g., "ID" or "Account ID", "Company Name" or "Account Name", "Website" or "URL"), but you must have column headers
  • For the website column, either format works: amazon.com   OR https://www.amazon.com   — we'll extract the domain automatically
  • Any rows missing a website will be skipped during processing
  • Your CSV can have more than three columns, but the first three must be ID, Company Name, and Website

Exporting from Excel

If your data is currently in an Excel workbook, follow these steps to create a CSV file:

Before you export, make sure your columns are in the correct order:

  • Column A: ID
  • Column B: Company Name
  • Column C: Website/URL

To export:

  1. Open your Excel file containing your company data
  2. Click File in the top menu
  3. Select Save As
  4. Choose where you want to save the file (e.g., Downloads folder)
  5. In the "Save as type" dropdown menu, scroll down and select CSV (Comma delimited) (*.csv)
  6. Click Save

Excel will save your data as a CSV file that's ready to upload to Magellan Data.

Note: If Excel shows a warning about features that aren't compatible with CSV format, click Yes or OK to continue. CSV is a simple text format, so it won't preserve Excel-specific features like formulas or formatting, but you won't need those for processing.