Create your import template

In this section you will learn about how to create a CSV or Excel template for your upload.  This template will be used to load your PO Line changes into SourceDay and back to your client.  Once you have created and uploaded your base excel or CSV template, you can re-use your template.  

If you will typically be updating the same basic information, include all the columns that you would normally be updating. But don't go crazy adding columns as you will spend more time massaging data than you will save with the import.

Creating Your Template:

1. Login to your account
2. Click on the little down arrow next to your name on the top right row then click on "Imports"
3. Next to the words "Bulk Imports POs" click on the down arrow next to "Download Template"
4. Choose either "MS Excel" or "CSV"
5. Open the file and get ready to copy & paste content into row 2 and beyond

Keep Learning

1. Creating your template <- You are here
2. Exporting PO data from SourceDay 
3. Adding your changes to the template file
4. Uploading the template and mapping the fields
5. Testing the upload
6. Processing the file
7. Resetting your values