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 well for you. If it doesn’t work right, come back to this checklist and see if any of these could be solved and try again.
Excel 2003 or later workbook
Sheet 1 contains the DATA, Key fields are not past column AX (first 50 Columns)
Unmerge All Cells
Leave header cells, data starts on row 2
All Columns Have Labels (no commas in the header label). Delete blank columns
Remove Subtotals, blank rows, and totals
Rows have 4 key fields (customer, extended value, invoice date, commission amount)
Date formats – Know whether your date is in Excel format (Shows as DD-Mon-YYYY in mapping) or text format. Text format dates require choosing the matching pattern in mapping step.
If you create a column using a function/equation, paste special as values only
Spot check fields, confirm data not functions
If a negative amount, make sure that it is in number format, not text format