How to Import CSV into Excel

Published: February 29, 2024 - 5 min read

Vijay Srinivas

Need to import data into Excel? CSVs are your go-to!

Whether you’re merging sales data, updating inventory, or managing contacts, CSV imports bridge the gap between raw data and actionable insights. This blog outlines how to import CSVs into Excel: the manual way and a simpler approach.

Let’s dive in!

What is a CSV File?

A CSV (Comma Separated Values) file is a straightforward format that stores tabular data as plain text making it a popular choice for data storage across various platforms, including Excel.

Its simplicity and wide compatibility with different systems, from spreadsheets to databases, make it an essential tool in data management. That’s why many business systems, such as HubSpot and Looker, allow users to manually export data as CSV files.  

Here’s an example of how a CSV file looks in plain text.

simple csv format depcition

Each line represents a corresponding row, and each comma represents a corresponding column. The line breaks and commas from the plain text file line up with the spreadsheet rows and columns.

Advantages of using No-Code Excel Tools to import CSVs –

Exporting and importing CSVs is a manual, mundane and error-prone task that reduces efficiency and productivity. Especially in cases where the exports or imports are done frequently – hourly or daily or weekly. This process often leads to unreliable reports and dashboards, which are crucial for decision-making.

No-code tools like Coefficient offers a solution by importing live data directly into Excel, eliminating the manual handling of CSVs. This ensures your data remains current and accurate. That includes,

  • Customization – Select specific columns and add filters to your csv before importing into excel.
  • Direct Excel Connection – Connect any business system directly to Excel and avoid csv import/export altogether.

Though no-code tools are great value-add, we have also added alternative ways that are excel native to accomplish the task. Now, let’s dive into the top methods,

  1. Coefficient – Free Excel Add-in with advanced data management features
  2. Using Excel – Direct import
  3. Using OneDrive – Drive import

Import CSV into Excel: Best Methods    

1. Coefficient – Free No-Code Excel Add-in

Step 1 – Download the Coefficient Add-in for Excel

With Coefficient, you can automatically import CSVs into Excel in seconds. You just need to install it first.

Option 1. Excel for Web

Open a new spreadsheet. Navigate to  ‘Add-Ins’ in the Ribbon and click ‘More Add-ins.’


Type “Coefficient” in the search and click  ‘Add.’


A pop-up will open up. Click ‘Continue’ to complete the installation.


Once finished, you will see a “Coefficient” tab in your Excel Ribbon.


Option 2. Excel for Desktop

Open a new spreadsheet. Navigate to the Ribbon and click ‘Insert’ > ‘Get Add-ins.’


The Microsoft Office App Store will open. Search for “Coefficient” and click ‘Get it Now.’  


Follow the prompts to complete the installation. After which, you’ll see Coefficient as a tab in your Excel menu.


Step 2 – Import your CSV

Navigate to the Coefficient menu and click ‘Import from…’


Scroll down and select CSV.

choosing csv as data source in coefficient

Coefficient gives you three options for importing a CSV into Excel:

Coefficient Excel Google Sheets Connectors
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  1. From Google Drive
  2. Direct Upload
  3. From URL

Here, we’ll upload directly. Click ‘Upload File’ to continue.

uploading csv file in coefficient

This opens a new window. Click the blue button to select the CSV you want to import.

upload csv

After selecting the CSV file to upload, you will automatically be routed to the Coefficient sidebar.

From there, you can choose the Columns to import, Filters for the data (comparative operators) and Advanced settings (rows to skip).

import csv in excel using coefficient

Once you’ve selected these settings, click ‘Import’ to finish the process.

Coefficient will import your CSV into Excel.

Imported CSV Data in Excel using Coefficient Add-in

2. Excel-Native Methods

Excel offers different ways to import CSVs natively. Here’s an overview of all the options.

Note: Below are streamlined steps to quickly get your CSV data into Excel for Web.

Method 1: Open from your device

Create a new workbook in Excel.


Go to ‘File’ > ‘Open’ > ‘Open files from this device.’

open menu in excel

Locate the file CSV file you wish to import.

selecting csv file from your system

Excel will automatically convert and open the file as a new workbook.

csv file import into excel

Method 2: Using OneDrive

You can also import CSVs into Excel with OneDrive. To do this, navigate to the OneDrive menu and open up the Excel app.

Microsoft One Drive Excel Files

Now, simply drag your file into the browser window.

Uploading CSV Files from OneDrive to Excel

Excel will automatically open your file in a separate tab.

csv file import into excel

Importing CSVs into Excel Desktop: Quick Tips

Excel Desktop users have four straightforward options to import CSV files:

  • Open Directly: Simply go to ‘File’ > ‘Open,’ find your CSV file, and open it directly to see your data neatly loaded into Excel.
  • Text Import Wizard: Accessible via ‘Data‘ > ‘Get & Transform Data’ > ‘From Text/CSV,’ this wizard offers customizable import settings for more control over your data.
  • Drag and Drop: Drag your CSV file from its folder directly into an open Excel window for an instant import.
  • Power Query: Use ‘Data’ > ‘Get & Transform Data’ > ‘From Text/CSV’ for deep data manipulation like filtering, transforming, and merging before loading it into your worksheet.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

Try the Spreadsheet Automation Tool Over 350,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Vijay Srinivas GTM @ Coefficient
Vijay Srinivas is an engineer turned marketer who loves to dabble in data and has 6 years of experience in GTM for Startups and SaaS orgs. Building his skills currently to be a PLG & spreadsheet expert.
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