Bank export cleanup
Import a monthly CSV, set amount column to currency, and trim description text with TRIM in a helper column.
CSV (comma-separated values) is a plain-text table format Sheets opens, imports, and exports easily. Use File > Import for controlled uploads or File > Download > CSV for handoffs to other tools. Watch encoding, delimiters, and date formats because CSV does not store types the way a native sheet does.
Use CSV when moving data between systems, backing up tabular exports, feeding a database loader, or sharing a lightweight file that any spreadsheet app can open.
Skip CSV when you need formulas, multiple tabs, colors, or strict types preserved end to end. Use XLSX or a live Google Sheet link instead for rich workbooks.
To import, use File > Import, upload the CSV, and choose replace, append, or new sheet.
Pick separator type if commas inside fields confuse the preview (semicolon or tab delimited files).
Set locale and date interpretation in the import dialog so 01/02/2025 maps correctly.
Clean leading zeros on IDs by importing as text or prefixing with an apostrophe when needed.
To export, open the target tab and choose File > Download > Comma-separated values (.csv).
One CSV file equals one tab; export other tabs separately or merge in script if required.
Import a monthly CSV, set amount column to currency, and trim description text with TRIM in a helper column.
Export a filtered view as CSV, then import into a sales tool that only accepts comma-separated uploads.
Copy values to a staging tab nightly with Apps Script, then save CSV to Drive for archival.
Build this without starting from a blank cell
Use a Better Sheets tool for CSV and Google Sheets, then watch a walkthrough when you want the full pattern.
Watch how CSV and Google Sheets works
Guides that explain CSV and Google Sheets in more depth.
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Read post →Importing means pulling external data into a spreadsheet tab: from a file upload, another Google Sheet, a published CSV URL, or a function like IMPORTRANGE. The import dialog controls separator, locale, and whether new rows replace or append existing data.
Read guide →Exporting sends sheet data out of Google Sheets as a file or published feed. File > Download offers CSV, XLSX, PDF, and more for the active tab or workbook. You can also publish a range, share a view-only link, or script exports to Drive and email on a schedule.
Read guide →XLSX is the modern Excel workbook format. Google Sheets opens it through File > Import or by uploading to Drive and choosing Open with Google Sheets. Most values, tabs, and basic formatting convert cleanly, but some Excel-only features need a workaround or a stay-in-Excel decision.
Read guide →Normalizing means making inconsistent inputs follow one reliable shape: same date format, trimmed text, unique keys, one fact per row, and separate columns for categories that were crammed into one field. Clean data makes VLOOKUP, QUERY, and dashboards dependable.
Read guide →Done reading about CSV and Google Sheets?
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