Conversion setup

The Conversion setup page is where the basic conversion settings can be configured including the creation or selection of the profile. The conversion profile is part of the profile manager that is used to define conversion parameters and rules.

Conversion setup

Toolbar

The toolbar provides access to the most common functions related to the conversion.

Conversion setup - Toolbar

Listed in following order:

  • Create profile
  • Import profile
  • Select profile
  • Edit profile
  • Start conversion

Create profile

Through this option Create, it is possible to create, configure and save your own profile with customized settings. A stored profile has the *.xcp extension and is saved to the default profiles folder.

There are several types of profiles that can be selected such as a CSV, DSV or simple profile. Each profile type has its own set of parameters and rules in order to remain compliant with the standard.

By default, if no valid profile exists, an in-memory profile (CSV type) is created and used.

Import profile

If a profile (*.xcp) exists that is not yet loaded in the list of previously used profiles, it can be imported through this option Import. If it is valid, the profile manager will open the profile and show the profile settings.

Select profile

This dropdown lists all previously used profiles by their name. It’s easy to switch between previously used profiles by selecting the desired profile.

Hovering over the profile name reveals the actual path where it is stored.

Edit profile

Click on Edit profile to open the profile manager and edit the settings of the currently selected profile.

Start conversion

Once the source, destination and profile has been selected, this button Start conversion will initiate the conversion.

Conversion setup

Source

The source contains the spreadsheet(s) that need to be converted. A single spreadsheet or folder can be selected through the button on the right. Alternatively, drag and drop a file or folder onto the source input box.

The source is a mandatory field and must refer to an existing file or folder.

Include subfolders

In case a folder is selected, the option Include subfolders is shown. Enabling this option will select all subfolders from the selected source folder and include the containing files in the conversion. If not enabled, only the files stored in the root of the source folder are selected for conversion.

History

After each successful conversion, the source folder- or file path that was processed is stored in history. The history of selected locations can be viewed from the -> Recent. It’s possible to clear the Recent list through -> Clear history.

Destination

The destination refers to the location where the converted files (e.g. *.csv) will be stored.

The destination must be a folder and can be selected through the button on the right. Alternatively, drag and drop a folder onto the destination input box.

The destination is a mandatory field. If the folder does not exist, it will be created automatically.

History

After each successful conversion, the destination folder path that was used is stored in history. The history of selected locations can be viewed from the -> Recent. It’s possible to clear the Recent list through -> Clear history.