How to merge and combine CSV files

by Jun 15, 2020

CSV files store tabular data (numbers and text) in plain text, separated by commas. CSV files can be opened with many different programs, but are mostly useful when opened in spreadsheet format. You might need to download multiple CSV files a day at work. This makes it hard to get an accurate overview of all these separate files. Create some order in the chaos and merge multiple CSVs into a single file to report from.

Merge CSV

Follow the steps below to learn how to automatically merge multiple CSV into a single file (CSV, Excel, or Google Sheets).

Merge CSV in Excel

Step 1: Install Sheetgo

Install Sheetgo here.

Once you’re inside the web app, click on +Create workflow and then Connect to start the CSV merge.

Step 2: Select your source files

A Sheetgo connection brings data from a source file to a destination file. In the case of a CSV merge, we select Multiple files as our data source.

Search and find the CSV files that you wish to merge from inside your cloud storage. In this example, I merge the investors data with the investments made.

Merge CSV Sheetgo

Go through the Settings to see some useful data adaptation options. For example, use the Identify source feature to keep track of where your data comes from. Using this feature, Sheetgo automatically creates an extra column next to your data, with the file name for example.

Step 3: Choose your data destination

Select to which file you want to send this consolidated data to. Either let Sheetgo create a new file for you, or choose an already existing one.

Here, I choose to let Sheetgo automatically create a new Excel file for me (file name: Financials, tab name: Investors data 2020).

Merge CSV data destination

Finally, click on Finish and save to create the consolidate connection that brings data from multiple CSVs into an Excel file.

Step 5: Automate the workflow

To make sure that you receive the most accurate data in Excel, enable the automatic updates.

Click on Automate on the floating bar of your workflow to do so. Here, you can choose between daily, hourly, weekly, or monthly updates.

Merge CSV automatic updates

Conclusion

This is how you merge CSV files into Excel with Sheetgo. Note that you can do this for any spreadsheet format that we support, and across multiple storage platforms.

Learn here how to automatically connect spreadsheets straight inside Dropbox.

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