PROD-I-309 Excel Auto-Identify poor configurations

Team, as we enjoy the Excel Auto-Identify feature, we will occasionally encounter a scenario where the import configuration is incorrect or sub-optimal. This no doubt creates more confusion on the client side than ours… and we’re unlikely to receive that feedback.

Is there a way for us to internally flag Excel docs that aren’t handled correctly via Auto-Identify? Is there any plan to allow that feedback from within the platform? (for ex, button: ‘Undo Auto-Identify, did not seem to work correctly’)

Created date : 2021-05-25

Votes : 0

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Future consideration

Status: Future consideration

Comments

Khalees V

@jonathan As of now, the workaround is to clear the configurations and do the mappings manually. Ability to flag and enable system to learn from manual markings is something we are thinking for future.

Ginno Bergunio

adding HINES to this request as well. @Khalees V is there an opportunity to have excel import automation in 2026?

Khalees V

@Ginno Bergunio Yes. One of my major focus and goal is to improve the import automation in 2026. Is it possible to share the problem in detail?