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Common usage details for the templates are that due to inclusion of the following Data Validations please follow these conventions:Â
- Basics
- Start When the provided template has .xls file extension, always start with a fresh .xls Template for each import
- This This insures that the Data Validation and formulas for auto-populate are correct for each Import
- Save the completed Template as .cvs before importing
- NOTE: This is a common step to forget and if you try to import a .xsl file it will cause an immediate "error" when importing, so check that first if you have a problem
- While editing the Template do not delete entire Rows or Columns
- This is due to the Data Validation, if you delete rows some of the valid choices will be deleted
- If you delete an entry in a cell that was auto-populated, you may lose the formula. These formulas are not essential for importing, but are helpful to avoid typos or other errors
- You can use the Delete Key to clear the contents of individuals cell or cells but do not delete entire rows or columns
- Start When the provided template has .xls file extension, always start with a fresh .xls Template for each import
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