Import and export spreadsheet files with confidence

• Give each column a clear heading.
• Remove empty rows above the table when they are not part of the data.
• Check dates, currency, and percentage formats.
• Keep separate tables on separate sheets when possible.

SheetAI supports common CSV and Excel workflows. If a file is complex, start with a copy and inspect the first few rows after import before asking the assistant to make changes.

Open the SheetAI workspace and use the import control in the workspace header. Choose the CSV, XLSX, or XLS file you want to work with, then confirm that the sheet names, headings, and key values look right.

For a first workflow, work on a small copy of the file. This gives you a safe way to check formulas, dates, merged cells, and columns that need special handling.

When the workbook is ready, use the workspace export control. Choose a spreadsheet format when you need to continue editing, or a more shareable format when the result is intended for reading.

After exporting, open the file once and check formulas, formatting, sheet names, and any charts that matter. A quick check catches conversion differences before the file reaches someone else.

Importing is the beginning of a workflow, not the moment to discard the source. Keep the original file available, especially when the workbook contains formulas, merged cells, charts, or several sheets.

When you finish, compare the exported file with the version you worked on. Check the first and last rows, important totals, date formats, and any formulas that drive a report.

CSV files are simple and portable, but they carry values rather than a full workbook layout. After opening one, check column types, date interpretation, and whether a separator split the data as expected.

Excel workbooks can contain multiple sheets, formulas, formatting, charts, and features that do not have a direct equivalent elsewhere. Check the sheet list and a few important formulas after import or export.

Macro-enabled workbooks can be accepted for spreadsheet work, but any automation outside the cells should be checked in the application where it was created.

Compare the imported sheet with the original at a glance. Check the number of tabs, the first and last records, the headings, and one or two totals. Look especially closely at dates, percentages, currency, and values with leading zeroes.

If the workbook will become a regular process, decide where new rows should be added and which columns are calculated. That decision will make future requests clearer and prevent the table from changing shape by accident.