Here are a few recommended tools to help make generating and uploading your CSV files easier!
CSV & text editing tools
Clever recommends using CSV and text editors to avoid file formatting errors. See this help article about formatting errors, and this article about sync status errors due to formatting.
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We love using CSVEdit to view CSV files without worrying about dropping leading zeros! |
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If you need to modify your data before uploading your CSV files to Clever, Sublime Text is an easy-to-use text editor. Text editors are also great for identifying trailing comma issues. |
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If you’re a Mac user, TextEdit is your Mac’s default text editor. We recommend using a text editor to safely view and save CSV files without skewing data. |
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Notepad is a simple text editor that you’ll find on your PC if you’re a Windows user; it’s a helpful tool to view CSV files. |
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A free Window-based text editor, Notepad++ is great for viewing and editing CSV/text files. You can use tabs to open multiple files, and we love the search function! |
SFTP Clients
SFTP Clients allow you to safely transfer files via Secure File Transfer Protocol. For more information about uploading data to Clever with an SFTP client, see this help article.
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Cyberduck is an open source client for SFTP, WebDAV, and cloud storage, available for macOS and Windows. |
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OpenSSH is a suite of security-related network-level utilities based on the Secure Shell (SSH) protocol. |
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WinSCP is a free SFTP client designed for Windows. |