Process

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 for viewing only and display italicized.

Step 3: If you want to cleanup or modify the data in the cleaned (output) column (or resolve errors), you can either apply AutoClean or directly edit the cell, which we call a single-cell edit.

For more information on AutoClean.

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

Step 4: 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.