Upload your file and field mapping

Now that you have created the file to upload with your updates, we're going to make sure that the values between your template and the SourceDay fields map correctly.  Think of it as a last security check to make sure that we are updating the correct information to the correct place.  Don't worry about pressing any buttons, no updates will be made until you choose to process the file.

Uploading the Template

Open the import steps by click on the import button in the top right of your PO Dashboard or the Shipments page.  

Step 1: Upload file

Click or drag file to the large open area to upload. 

Step 2: Match columns

Match any unmatch columns by selecting the correct corresponding column.  On the left side is a list of the required columns for import files. Once you upload a file, SourceDay will review and auto-match columns. There may be a few that you will need to match the first time you upload a file. If you use the same template going forward then this step only needs to be completed one time.  

The required columns that auto-matched are given a green checkmark in the left and in the drop down menu.  In the example below, the column po_id in the import file did not auto match to the required Purchase Order number column.  Open the drop down and select the correct match.   

Once all of your columns are matched, select Next step in the bottom right. 

Step 3: Validate data

During the data validation step you have the opportunity to correct any potential errors with your file before processing. Click on any red box to review the error and enter new details directly with the open text boxes.  This will update your file before you process.  You can also select to remove any rows as needed. 

Step 4: Review file

Success!  You can review the file as is or export a copy of all rows, failed row, or the original uploaded file. 

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 automatch.  

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Previous method: Upload file & field mapping

NOTE: This method will be archived during the week of April 14, 2025.

If you are not a part of our imports beta period, please follow these instructions.

1. Click on the dropdown next to your name again, and choose "Imports"
2. Now, under "Select File", click on "Choose File".  This allows you to select a file from your computer to load.  Choose the template file that we have been working with.
3. Click on "Upload"
4. You will now see a list of fields to map - you will see a success message in green "File was successfully updated.  Please map the attribute properly."

Mapping the Fields

1. You will see red * next to required fields - make sure that your file has these columns listed in the header (top row).  These headers must be mapped even if you will not be providing an update to all columns on your import.
2. The field name is pulled from your template spreadsheet, the choice you are selecting is the column value from SourceDay.  Go down through the list mapping each value from the template spreadsheet to the value in the dropdown.  (If in doubt, go look at the live data to ensure a correct match)
3. Click "Save".  You will see a success message "Headers Mapped" at the top of the screen - hit "Back" (on the page under "New User Import", not the browser back button).
4. If you need to make additional changes, you can click on "Edit/Map Column Headers" at the top of the page and make any changes needed.