The wizard walks you through the sample file, header row, field mapping, filters, and preview before saving.
Steps
- Prepare a sample
Start by choosing a representative Excel or CSV file so the app can read its worksheets and columns. - Complete mapping and filters
Map the source columns to SortingGo fields, and add conditions to import only specific rows if needed. - Save after previewing
Confirm the data looks correct in the preview before saving. To use it right away, save the format and return to the import flow.
Notes
- The floating help switches between sample, mapping, and filter guidance depending on which step you're on.
- A custom format can map your own location column to storage_location; this mapping is available on Free too.
Limitations
- Password-protected files require the correct password; a format cannot be created if there is no usable worksheet or header row.