Browse the documentation
Importing data
Create a configuration once, then upload each new file: destination, record ID, options and limits.
Configurations
- Create a configurationA configuration remembers a destination, a record ID column and how each column maps to fields: how to create one, what the editor's parts do and how versions work.
- Choose the record IDThe record ID column lets next week's file update an item instead of creating it twice: what makes a good ID, how matching works without one, and what changing it does.
Running a configuration
- Upload the next fileDrop this week's spreadsheet on its configuration's card, follow the check and publish: how uploads work, adding a ZIP of images, who is emailed and what uploading twice does.
- When a file's columns changeWhat "This file doesn't match the configuration" means, which columns count as used, how to rename a column back or remap it, and what new or removed columns do to the review.
- Edit a configuration and how versions workChange a mapping safely: each save makes a version, files keep the version they were checked with, a new version can be applied to a waiting file, and conflicts are flagged.
- Review first or publish automaticallyChoose whether a new file waits for your one-click review or is published at once when nothing needs attention, when automatic publishing still waits, and who gets the emails.
- The Uploads page and what each status meansThe list of every file you uploaded, filtered by configuration, with its status (Reading file to Needs attention), its counts and its date, and what each status means.
- Delete a configurationWhat deleting a configuration does: it leaves the dashboard and upload history, nothing is removed from your site, and a new configuration can take over the same items.
- Retry, Check again, Read again: which button does whatWhat the buttons for doing something again do: Retry, Check this file again, Check again with version, Read again and Retry safely, and when each is available.