Formatting a CSV in Excel

When uploading a membership or voters list to OneFeather, it's important to ensure your file is formatted correctly for our system. A frequent problem is an incompatible date format, which can cause an error on upload. To adjust the date column, just follow the steps outlined below.

Please Note: Excel might appear slightly different based on your operating system or software version.

Formatting the Date of Birth column in Excel

1. Open your Excel document. Highlight the column that contains birthdates.
2. Select Data from the top menu bar options.
   
3. Select Text to Columns from Data options.
   
   
   
   • Click Next twice.
     
     
     
   • In Column Data Format, select Date.
   • Select the format that currently matches the dates in the document. (for eg. day-month-year)
     
     
     
   • Select Finish.
     Note: The document will appear unchanged, and that is expected.
4. Go back to Home in the top menu bar options.
   • Select the drop down menu input that says General (number format).
     
     
     
   • Select More Number Formats.
   • Select Date from the left panel.
   • Select the format that says the month in text with a 4-digit year. For eg. March 14, 1980.
     
     
     
   • Select OK.
5. Save your file.
   Note: If your file is not currently in the .CSV format, select Save As and pick the .CSV (comma separated values) file format.

You can now upload your CSV to OneFeather.