Before uploading an import file, you will need to download the SourceDay template.
This template ensures your file is formatted correctly and can be processed without errors.
Where to download the template
You can download the import template from:
- The PO dashboard
- The shipments page
Step 1: Open the import steps by click on the import button in the top right of your PO Dashboard or the Shipments page.
Step 2: Download the excel/csv template.
Why the template matters
Your template includes the correct column headers required by your buyers for SourceDay to process your file.
Using the template helps:
- Ensure your columns match automatically during upload
- Reduce errors during validation
- Speed up the import process
How to use the template
- Do not change or remove the column headers
- You can leave unused columns blank
- Save the file and reuse it for future imports
Once downloaded, you can begin adding your PO updates.