How to Map Spreadsheet Columns to Form Fields

Spreadsheet import speeds up the creation of fields, questions or checklist items. Clean headers and remove empty columns before importing.

Practical procedure

1. 1. Use the first row as headers.
2. 2. Choose unambiguous column names.
3. 3. Review the preview before creating fields.
4. 4. Map data types such as date, number or checkbox.
5. 5. Improve layout and labels after import.

Common mistakes

In practice, the most common issues are: too many required fields, ambiguous labels, no test with a real document, relying on color alone, saving data without an explicit user decision. Each can be caught before publishing by using the preview and form checker.

Final review

• Does every field have a label?
• Are technical field names unique?
• Can the form be completed with a keyboard?
• Do error messages explain how to fix the issue?
• Was the selected export opened and checked?

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