Excel filling not matching all columns — what am I missing?

Help & Support
1

Been using the Excel filling feature for purchase orders and it’s mostly working great, but some columns don’t get filled even though the data is clearly in the source document.

Specifically:

  • Columns A-F (vendor name, PO number, date, item, quantity, unit price) fill correctly
  • Column G (total price) sometimes fills, sometimes doesn’t
  • Column H (delivery date) never fills
  • Column I (payment terms) never fills

The source PDFs clearly have this information. The raw extraction output shows all fields. My template has all columns mapped. Am I hitting a column limit?

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2

This sounds like a field name matching issue. The Excel filling uses column headers to match extracted field names. Check if your headers exactly match the parser output — even small differences like ‘Delivery Date’ vs ‘Del. Date’ can cause mismatches.

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3

That was it! The parser was extracting ‘Payment Terms’ but my Excel column was ‘Pmt Terms’. Renamed the columns and it works perfectly now. Thanks @dev_kumar!

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