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Common usage details for the templates are that due to inclusion of the following Data Validations please follow these conventions: 

  • 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

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