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Export CSV to Excel: All of the Options From Manual to Automated

Some people say that there is no problem with opening CSV files using the Excel desktop app. They are probably right, however, CSV files can be stored in the cloud or even published on the web. In these cases, what are the options to export CSV to Excel? This is exactly what we’re going to cover below, so buckle up 🙂 

How to export CSV to Excel – typical use cases 

So, you need to import data from CSV to Excel. To choose the best method to do this, we need to understand where the CSV file is located. Possible options can include:

Depending on the source of CSV data, you can use either native Excel functionality, including Power Query, or third-party connectors, such as Coupler.io. In some cases, both options will do the job, and you just need to decide which will suit your particular needs. Jump right to the use case you’re looking for or read each of the sections.

How to open CSV file in Excel if it’s stored on your desktop

Your CSV file is stored on your computer. You may simply open it with Excel and that’s it. However, this only works if a comma is a separator in your CSV file. If there is another separator, a semicolon for example, then you’ll see the raw CSV like this:

1 csv open in excel

So, it’s better to open CSV files in Excel this way:

  • Go to the Data menu, click Get External Data, and select From Text.
2 excel get data from text

Select the required CSV file and click Import. You’ll see the Import Wizard which will prompt you to complete three steps:

  1. Choose the delimited file type. Click Next
3.1 import wizard step1
  1. Select the delimiter. Click Next.
3.2 import wizard step2
  1. Set the data format for each column. Click Finish.
3.3 import wizard step3

You’ll also need to specify where you want to import CSV to Excel: a new or existing worksheet. There you go:

4 csv in excel

How to put CSV into Excel if it’s stored on another desktop 

Hmmm…we hope you haven’t stolen someone’s laptop to export comma-separated values, right? 🙂 Jokes aside, to load data from CSV stored on another device, this file must be synchronized with a cloud storage service such as OneDrive or Google Drive. In English, this means that the file has a cloud copy that can be shared with you. If this is the case, then take a look at the following sections.

How to import CSV into Excel if it’s stored on Google Drive

Now we’ll seek help from third-party integration solutions, namely Coupler.io. It’s a tool that loads data from different sources such as Google Drive, Airtable, CSV, and many more. The destination apps supported by Coupler.io include Microsoft Excel, Google Sheets, and BigQuery. For our case, we’ll need to set up a Google Drive to Excel integration.

To do this, sign up to Coupler.io using your Microsoft or Google account, click Add new importer and complete the following steps:

Configure where to import the data from

5.1 google drive source
  • Select Google Drive as the source application. 
  • Connect to your Google account.
  • Select the CSV file on your Google Drive folder.

Note: If you’re exporting CSV stored not on your Google Drive folder, ensure that this file is shared with your Google account. In this case, you’ll be able to find it in your folder.

Configure the Excel workbook to load data

5.2 excel destination
  • Select Microsoft Excel as the destination app. 
  • Connect to your Microsoft account.
  • Select an Excel workbook on your OneDrive and a sheet to load CSV data. 

Note: Read Coupler.io documentation to learn more about optional parameters such as Cell address and Import mode.

With the source and destination configuration ready, you can click Save and Run to load CSV to Excel. 

At the same time, you can enable the Automatic data refresh. This feature automates exports of data on a custom schedule, for example, every hour.

Let’s go to the next case.

Import CSV to Excel if it’s stored on OneDrive

Currently, Coupler.io does not provide OneDrive as a source for integration with Excel. However, you can use a CSV importer to load CSV files from OneDrive. Here is what your source configuration should look like:

  • Select CSV as the source application. 
  • Insert the embedding code of a CSV file on OneDrive into the CSV URL field. It looks like this:
<iframe src="https://onedrive.live.com/embed?cid=18*********48C&resid=18*************%21613&authkey=A*********Ng-E&em=2" width="402" height="346" frameborder="0" scrolling="no"></iframe>
6.1 csv onedrive source

The destination and schedule configurations remain the same. Click Save and Run to load CSV to Excel.

How to get the embed code of CSV files stored on OneDrive

Right-click on your CSV file, select Embed, then click Generate.

6.2 onedrive generate embed code 1

Load CSV to Excel from Dropbox

Dropbox is another cloud storage from which you can import CSV file to Excel using Coupler.io. Again, the CSV integration will do the job:

  • Select CSV as the source application. 
  • Insert the shared link of a CSV file on Dropbox into the CSV URL field. 
7.1 csv dropbox source

The destination and schedule configurations remain the same. Click Save and Run to import CSV to Excel.

Click the Copy link button which appears under the Who can access column next to your CSV file.

7.2 dropbox shared link 1

How to export specific columns from CSV to Excel 

When exporting CSV either from OneDrive, Dropbox, or another source using the CSV integration, you can specify the columns you want to load. For this, you’ll need to enter the names of the columns separated by commas in the Columns field of the Advanced settings section like this:

8 export columns csv to excel

The integration will only fetch the mentioned columns from the CSV file and load them to your Excel workbook.

8.2 export columns csv to excel

Online published CSV to Excel

In addition to cloud storage services, you can import CSV to Excel from public and private sources (if you have access to them, of course 🙂 ). For example, let’s pull a dataset from data.world. For this, we need a URL to the CSV file. 

9 data world dataset example

Once you have it, configure the CSV integration as follows:

  • Select CSV as the source application. 
  • Insert the shared URL to the CSV file into the CSV URL field. 
10 csv from online published to excel

The rest of the setup process you already know – it is the same as for the other cases. In the end, click Save and Run and welcome your CSV to Excel.

11 csv data excel example

CSV to Excel or another destination

Now you know how you can open CSV files in Excel and even automate their import with Coupler.io. In addition to the features offered, you can also easily change the destination for your CSV data. For example, you may export CSV to Google Sheets or, if you deal with huge volumes of data, the CSV to BigQuery integration can be helpful to create a CSV data repository. 

Try out Coupler.io and tell us whether you would like to have other sources supported by filling out this form. Good luck with your data!

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