This post is an updated version of one that was published in 2022 regarding how to correct date errors during the use of CSV or Excel files.
If you are getting date format errors when uploading CSV or Excel files into DocBoss it is likely caused by Excel’s regional settings. Opening a CSV in Excel automatically converts any dates using excels expected format.
If customers have a required format, and your Excel regional setting is different, Excel will apply its settings when you open the csv file.
Option 1 is to change your excel regional settings based on the project data settings. For detailed information on how to update your excel regional settings, see our article here. In a default situation (no requirement from customer), you should have your export setting match your excel regional settings so excel doesn’t misinterpret the dates.
Option 2 is to change the date format in your DocBoss Project to match your excel regional settings. See below for instructions on how to edit your date settings in your DocBoss project.
In the Main screen of your project, change the date format to match the excel setting. Click to save project and reupload your file.
Here are some other articles you might be interested in concerning topics related to errors that you might experience, and how to quickly fix them: