Step 1: Open the Excel converter
Start with the matching Statemently converter: /converters/convert-csv-to-excel. Upload the source file and let the converter build a structured output instead of copy-pasting rows by hand.
Use this when raw CSV opens poorly in Excel or loses leading zeros, date formats, or readability.
Step 2: Review the preview
Before downloading, check the first rows. Confirm headers, dates, signs, and any balance or reference columns that matter for your workflow.
Check date columns and long account/reference numbers after conversion.
Step 3: Download and use the file
Download the converted Excel file and import or open it in the destination app. If you are preparing an accounting import, keep the original source file next to the converted file for audit history.
Save the XLSX when a person will review the data; keep CSV when importing into another system.