You will need to save your .csv file onto a computer or server to format it. Double click to open; select ‘save as,’ name the file (we recommend using the org code as the name), select as ‘Save as type:’ ‘Excel Workbook’ (file extension ‘.xls’), and then click the ‘Save’ button.

To Format your Excel Spreadsheet:

Multiple Excel files can be merged for ease of use; since they can be sorted by location, or custodian, large departments may especially benefit from this.

We ask that you do not merge PDFs. These are your official inventory documents. If you make your annotations on a document, or merge it after you’ve made your annotations, the information may be lost. If you send us a merged PDF, we will be required to separate it on our end and, again, changes might be lost.

We run 10-digit organization (org) codes, instead of 9-digits. This means every sub-org code will have its own inventory.