How to Prepare your Excel Spreadsheet
Created by: Nancy Lucas
Modified on: Wed, 13 Mar, 2019 at 11:48 AM
Take a moment to review your sheet before importing it so that it goes w...
Import Transactions – Mapping Practice Sheet
How does mapping in Repfabric work? How can I create a map?
The goal of Repfabric mapping is to save you time on preparing the spreadsheet. Once y...
Importing Sales and Commissions
Sales-and-CommissionsDownload
Repfabric-Mapping-Practice-Sheet-PDF-to-PrintDownload
Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...
Re-Aliasing, Part 1: Altering the Future
“Oops I made a mistake.” Re-Aliasing is actually a two step process. Every month as you import Sales and Commissions and alias, you tea...
Re-Aliasing, Part 2: Changing the Past
Re-Aliasing, part 2: Changing the past
When you have fixed the future aliasing in the alias table as described in the article “Re-Aliasing, Part 1...
Alias the orange names – set relationship of customer and secondary customer
What do I do when the names turn orange?
Go to Home > Dashboard > Entry Process > Aliasing on the left side menu to find the screen a...
Excel Bonus Training Videos
How to use “Auto-fit” for Column Widths
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How to use the “Auto-fill Handle” to...