Generating a Tab Separated File

StoreIt tries to read data that has been exported in the standard ways from Excel and other similar desktop tools, however sometimes you may still be having problems getting your data into StoreIt. Here we set out in detail the steps needed to convert data held in Excel into a tab separated text file ready for loading into StoreIt.

We are going to assume that the data fields have been formatted following the rules set out in the import FAQ. Now you are ready to save the file. Select Save As from the Excel file menu. From the Save As window, select Tab Delimited Text.

Note: If you are using a Mac then you should select ‘Windows Formatted Text’.

Although you have selected a tab separated format, Excel will quote any text (including dates) that contains a comma. These need to be removed. To do this on Windows, open the file in Notepad and Search and Replace the character ” with blank.

If your data contains Note field types and your notes contain newlines or carriage returns then you will need to remove these if they are unquoted.

When you save the edited file, you need to save using a UTF-8 encoding so any special characters are treated correctly. You can do this by selecting Save As from the File menu. In the Save As window, you are given the option of the Encoding that you want to save the file as. By default this says ANSI, you need to change this to UTF-8 before doing the save.

If you are on a Mac then you can do the same using the TextEdit application. The differences are that when you Open the file you get an option to select the Plain Text Encoding. By default this is set to Automatic. With the file you have saved from Excel in Windows Formatted Text, select Western (Windows Latin 1) when you open the file. Then after you’ve done any changes to that data (e.g. removing the quotes around text with commas in them), select Save As and in the Plain Text Encoding box select Unicode (UTF-8).

Your text file should now be ready to load into StoreIt.