When creating your import file, you will need to save it as a .csv/.css format before importing to WorldShip. Sheet Breakdown 1. "Domestic File Format" and "International File Format" sheets …

Q:Question n You may add as many question columns to the spreadsheet as required for the configuration. The questions must be configured in ConnectWise PSA prior to importing. Q:Question …

When importing sales orders, the distributor key is used to identify which distributor the order is for and is typically the same as your internal customer reference number.

f. Repeat these steps until all data is successfully loaded into the interface tables and is ready for import. Importing the Data 1. After you successfully load your data to the interface table, you must validate …

Types of objects that we may encounter when we import an Excel Workbook file using Power Query. Import Multiple Excel Files From Folder. 6)

Note: If you use this excel file, just go to a sheet and "save as" a .csv file and you will be able to import it. Import accounts first. You can either drag a .csv file onto the import screen or click on the orange + …

Jan 25, 2024 · Swimlanes and Sub-swimlanes columns before importing. See the next sheet for details. Setting up your spreadsheet for importing Swimlanes

Enter values for the necessary fields on the Supplier Import Template Sheet. ContactType. Contact Import Template. *blue headers are required fields. Enter a code for easier searchability when using …

Copy this file and rename it - you will then use that one for importing. 4. Take note of the Required and Not Required fields above (black column names Not Required). 5. The last three Required fields …

Column headers should not be included in your file, so delete that row prior to importing. If a particular record fails validation during the import, the system will create an error file with the records that the …