Step 1: Upload Data.

For Excel based files, you can select the starting cell for your upload. For CSV, it will pull the entire file.

Step 2: Begin Column Mapping from the left panel. Select the column(s) that contain the data for the first output column listed.

When you are mapping columns, on the right side of the Your Column, you can opt to show more columns. These columns are your viewing only and display italicized.

Step 3: If you want to cleanup or modify the data in the cleaned (output) column (or resolve errors), click on any cell in the destination column to open the Data Cleanup panel.

The left side panel toggles between column mapping and data clean up. You can access this panel on the left by clicking on any cell in the destination column or selecting the Transformation Data icon on the column mapping field

Step 4: Review the available options in the Data Cleanup panel and select one that best fits your data cleanup needs for this column:

  1. QuickFixes - One-click, data-cleanup buttons that allow you to easily clean up your data for the most common scenarios for that data type (i.e. Date, Text, Numeric, etc.).

  2. SmartFill - Simple to use AI-powered data cleanup that learns and detects a pattern from examples of the clean data.

  3. Formulas - Spreadsheet style formulas that allow you to clean up your data.

If you need to make edits to specific cells in the output column after applying QuickFixes, click on any cell in the output column and provide a single-cell edit.

Use the tabs at the top of the page to filter for rows with errors or skipped and/or rows flagged for review to confirm all issues with your data have been addressed.

Step 5: Once the data is mapped and cleaned, select Continue.

Step 5: Perform a final review. This spreadsheet-like view allows you to make any single-cell edits before final submission. It will also display the columns that were not mapped (display in gray). Hit Submit

Upload Complete! Note you can upload another file from within this window.

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