Universal Import Troubleshooting: Browse the template but contains did not show

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Question : I am using Universal Import to Import Sales Invoice and I've maintained the template, but it did not show the contains after I browse the template.

No contains1.png

No contains2.png

Possible Reason :

Your templates include others document sheet, and system will always import the first sheet if you did not manage any form setting.

Solution (1) :

1) Right click on Invoice’s sheet and click on Move/Copy.

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2) Choose move to before Quotation and click on OK

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3) The Invoice’s sheet is moved to first sheet now, and you may Save the template and do import again and successfully load the contains.

No contains5.png

Solution (2) :

1) You may manage form setting at Import > Settings

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2) Check on use Sheet Name? and click on Edit

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3) As your template for Sales Invoice named Invoice, so key in the sheet name with Invoice and click on Save.

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4) Click on Save again and click on OK. Then do the import and browse the template.

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By : Lay Swan 181127, P181204

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