Help Centre for Employers

What is a CSV File?

A CSV File is a Microsoft Excel Comma Separated Values File

  • A CSV allows data to be saved in a table structured format.
  • CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets.
  • Blank CSV Template

 

Important Note – when working with CSV files some information can be lost if not used carefully (for example payroll numbers with leading zeros). To prevent this you should follow these instructions:

  • Files should be exported directly to Excel which retains the correct formatting
  • If any amendments are needed this should be done before saving the file
  • Once happy save as a .csv file, click yes to use that format.
  • Close the document when it will then prompt to save changes, click No to this and then the file is ready to upload.
NOW: Pensions has a good technical infrastructure combined with a pension product suitable for our team. We couldn’t be happier with NOW: Pensions.
Martin Woods, SALT.agency