Convert Excel (.xlsx) to CSV

Before you start

• Put column headers in row 1 (First Name, Last Name, Email, Phone, etc.).
• Use one sheet — Lead2Deed reads the first sheet / the file you export.
• You’ll map columns during import, so names don’t have to match ours exactly.

Excel on Windows

1. Open your .xlsx file in Excel.
2. Click File → Save As (or Save a Copy).
3. Choose where to save it.
4. In Save as type, pick CSV UTF-8 (Comma delimited) (*.csv).
   If you don’t see UTF-8: choose CSV (Comma delimited) (*.csv).
5. Click Save. If Excel warns that some features won’t work in CSV, click Yes / Continue — that’s normal.
6. Close Excel. Use the new .csv file in Lead2Deed → Contacts → Import Contacts.

Excel on Mac

1. Open your .xlsx file in Excel.
2. Click File → Save As…
3. Open the File Format dropdown.
4. Choose CSV UTF-8 (Comma delimited) (.csv) (or Comma Separated Values (.csv)).
5. Click Save. Confirm if Excel asks about CSV limitations.
6. Import that .csv in Lead2Deed.

Google Sheets

1. Open the spreadsheet in Google Sheets (upload the Excel file if needed: File → Import).
2. Click File → Download → Comma Separated Values (.csv).
3. Import the downloaded .csv in Lead2Deed.

Apple Numbers

1. Open the file in Numbers.
2. Click File → Export To → CSV…
3. Export, then import the .csv in Lead2Deed.

Then import in Lead2Deed

1. Sign in and go to Contacts.
2. Open Import Contacts.
3. Choose your .csv file and map the columns.
4. Finish the import.