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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
    • When the provided template Template has .xls or .xlsx file extension, always start with a fresh .xls Template for each import
      • This This insures that the Data Validation and formulas for Formulas that are embedded in the template for drop-downs and auto-populate are correct for each Import and rows/valid choices have not been inadvertently deleted.
    • Save-As the completed Template as .cvs before importing
      • NOTE: This is a common step to forget and if you try to import a .xsl or .xslx file it will cause an immediate exception "error" when importingclicking "Import", so check that first the file extension 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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