In Tenzo, you can export your data and reports into a CSV file. We support a CSV rather than excel format as it loads faster and consumes less memory space for our customers.
CSV for Loading a Budget:
If you are having trouble with your CSV files, it could be due to special characters that need to be updated with another format.
When loading a budget you would need to delete all commas and use a dot as separator for decimals. Here you can see an example, green is how you should format your numbers and red is how you should not.
Click here for a full guide on how to upload your sales budget.
CSV for Exporting Tenzo Data:
There are situations where CSV files can't be loaded due to a locale setting.
On your Tenzo account, click on the icon and select profile:
From the Locale drop-down, select your preferred format below and click "Save Changes".
Your Tenzo account should now be reflecting the date format of your choice. If you've got any questions, please contact your Customer Success Manager.
You can always send us an email at firstname.lastname@example.org - this email address is monitored 24/7 and is the fastest way to get in touch with the Tenzo team.
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