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Format Conversion

Format Conversion

The Excel node's format conversion operations translate spreadsheet files between formats — exporting a sheet to plain CSV for downstream systems that cannot parse Excel, or switching the workbook between the XLSX, XLS, and XLSB binary formats when a specific format is required by a receiving application.

Overview

Convert Excel file to CSV exports the first sheet (or a named sheet) of an Excel workbook as a flat CSV file, with an option to evaluate formulas before export. Convert Excel file format converts a workbook between the supported Excel formats — XLSX, XLS, and XLSB — without altering its sheet data. Use this when a downstream system, or another operation such as pivot tables, requires a specific Excel format but the source file is in another one.

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Operations

Operation

Description

Key inputs

Convert Excel file to CSV

Exports one sheet from an Excel workbook as a CSV file. The output is a plain text file with cells separated by the chosen delimiter.

File, File Type, Sheet Name, Start from row, Delimiter, Quote character, Escape character, Evaluate formulae

Convert Excel file format

Re-encodes the workbook from its current format into a target Excel format (XLSX, XLS, or XLSB). Sheet data, structure, and formulas are preserved through the conversion.

File, Source File Type, Target File Type, File Name

Input

Field

Type

Required

Description

File

File reference

Yes

The Excel workbook to convert.

File Type

Enum

Yes — CSV export

Type of the source Excel file: XLSX, XLS, or XLSB. Defaults to XLSX.

Sheet Name

String

No — CSV export

Name of the sheet to convert to CSV. If not provided, the first sheet is used.

Start from row

Integer

No — CSV export

Row number to start processing from. Defaults to 1, minimum 1.

Delimiter

String

No — CSV export

Delimiter character used in the CSV file. Free text — enter whichever character the receiving system expects (for example a comma, tab, or semicolon).

Quote character

String

No — CSV export

Quote character used in the CSV file — typically applied to values that themselves contain the delimiter, quote character, or line breaks.

Escape character

String

No — CSV export

Escape character used in the CSV file, for special characters appearing inside a cell value.

Evaluate formulae

Boolean

No — CSV export

Whether to evaluate formulas in the Excel file before converting to CSV. Defaults to false (off) — formula cells are written using their last stored computed value.

Source File Type

Enum

Yes — Format conversion

The current format of the input file: XLSX, XLS, or XLSB. Defaults to XLSX.

Target File Type

Enum

Yes — Format conversion

The Excel format to convert the workbook into: XLSX, XLS, or XLSB. Defaults to XLSX.

File Name

String

No — Format conversion

Name of the output file (for example, sample.xlsx).

Output

Both operations return a fileDetails object for the converted file, with Name, Source, Source Type, and File Type fields.

Notes

  • CSV export reads only one sheet per operation (the first sheet, unless Sheet Name is set). For multi-sheet workbooks, run the operation once per sheet and collect each CSV file object separately.

  • By default, formula cells are written to the CSV using their last stored computed value. Enable Evaluate formulae to recalculate formulas as part of the conversion instead.

  • Cell formatting (colours, fonts, number formats) is not preserved in CSV output — only the raw cell values are exported.

  • When converting between Excel formats, choose XLSX as the target for maximum compatibility. Some features (such as pivot tables) are only fully supported in XLSX.

  • Converting to XLSB produces a binary workbook, which is more compact but less universally supported by third-party tools.

FAQs

Can I export all sheets of a workbook to CSV in one operation?

No. Each CSV export operation targets a single sheet. Use List sheet names to retrieve all sheet names, then loop over them and run a CSV export per sheet, collecting the resulting file objects in an array

Does converting from XLSX to XLS lose any data?

The XLS format has lower limits than XLSX — for example, a maximum of 65,536 rows and 256 columns per sheet. If the source workbook exceeds these limits, data beyond those boundaries will not be present in the converted file. For most standard workbooks this is not a concern, but verify row and column counts before converting.

What delimiter should I use for CSV if I am unsure

Comma is the most widely accepted delimiter and should be your first choice. Use semicolon if the destination system is configured for European locale conventions, or tab when cell values may themselves contain commas.