After adding your updates to the template, upload your file to SourceDay and confirm how your columns match to SourceDay fields.
SourceDay will guide you through this step and highlight anything that needs attention.
Step 1: upload your file
- Select imports from the PO Dashboard (or shipments page)
- Click in the large open box to select your file to upload or drag and drop
Once uploaded, SourceDay will display your data in a preview.
Step 2: review column matching
SourceDay will attempt to automatically match your columns to the correct fields.
- If you used the template, most columns will match automatically
- Matched columns will be confirmed in the preview
Step 3: fix unmatched columns (if needed)
If any columns are not matched:
- Select the correct SourceDay field from the dropdown
- Confirm the mapping
What to look for in the preview
Before continuing, review your data:
- Make sure values appear in the correct columns
- Confirm dates, quantities, and text look correct
- Check for any missing or unexpected values
This step helps ensure your import is accurate before processing.
Common issues
- Column headers were changed or removed
- Extra spaces or formatting differences in column names
- Data placed in the wrong column
If needed, you can go back, update your file, and upload again.
What happens next
After confirming your column mapping:
- SourceDay will validate your data
- Any errors will be highlighted for review
- You will be able to fix issues before submitting
Tips for easier mapping
- Use the SourceDay template whenever possible
- Keep column headers unchanged
- Only include the columns you need
The first time you complete an upload will likely be the only time you have columns to match. As long as you use the same import template the match columns will auto-match.