Choose a sample file and set the format name, password, worksheet, and header row position first, so the app can correctly recognize the source columns.
Before you start
- Use a real file you actually receive as the sample.
- If the file is password-protected, have the password ready first.
Steps
- Name the format
Choose a format name that identifies its source, such as the platform, customer, or supplier. - Choose the sample file
A local file uses the system file picker; a remote file opens the remote browser to select from. - Confirm the worksheet and header row
Select the worksheet and header row that actually contain order data — otherwise there will be no columns to map in the next step.
Notes
- If there is descriptive text above the header row, set the header row to the row that actually contains the column names.
- If the preview of a CSV or text file shows garbled text, open "Advanced settings" in the "Sheet and Header" step and choose the "Text encoding" (Big5, GBK, Shift_JIS, EUC-KR). CSV files saved from Excel on Windows are often not UTF-8; the app first makes a guess from its language.
Limitations
- If the app cannot read any columns from the sample file, mapping and preview cannot proceed.