Short Answer: When the Import modal opens, review the sample rows on the left, use the dropdowns or inputs on the right to assign your file columns to system fields, then click the modal’s primary button to save the mapping.
PreRequisites
- You have uploaded a file and the Import modal is open preview table visible
Steps
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In the Import modal, look at the sample rows table on the left to confirm which column contains which data.
You can see sample values from your file to help mapping decisions. -
On the right side of the modal, set each mapping control dropdown or input to the corresponding column from your file.
Each required system field is assigned to a column. -
If a required column is missing, close the modal, update the file to include the header/column, and re-upload.
File contains all required columns for successful mapping. -
Click the modal’s primary button bottom-right to save mappings and proceed.
Modal closes and the mapping is applied to the uploaded file.
Troubleshooting
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A required mapping control shows '–' or empty and you cannot proceed.
LikelyCause: The file does not include a usable column for that required field.
Action: Edit the file to add or rename the header so it’s clear, then re-upload and map again. -
Values look incorrect after mapping dates/numbers malformed.
LikelyCause: Incorrect column chosen or formatting/locale differences e.g., date format, decimal separator.
Action: Choose the correct column, or normalize the file standard date format, consistent decimal separator and re-upload.
Note: Always verify sample rows in the left pane match the mapping you set on the right before saving.