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A useful tool for verifying the accuracy of the data entry is the file template upload feature. When importing data from an Excel file, you can hover over the upper right corner of each column in the template to see a prompt about the required format for that column.

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Hints in the file:

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Secondly, you can also view this information directly from the Excel Import template within the administration module. Navigate to Administration > Master Data > Excel Import Templates.

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Information about the format of Excel cells can be found in the "Format" column on the Fields tab of the template. When uploading an Excel file, ensure that all fields are filled according to the specified format.

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  • Data in the Excel file needs to be reviewed as follows:

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The user should manually enter the data into the system when the user clicks the "Import from Excel" button. Copy from Excel and paste on the below screen, by filling out the import template manually, you can test the data upload process and identify any errors in the data entry.

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