Setting Up Excel File for CardExchange

Prior to linking CardExchange Card Templates to an Excel file we need to first ensure that the file is setup/ formatted correctly.

  • We need to ensure that row 1 contains the header / column names only. 
  • Please avoid the use of special characters, full stops and apostrophe's 
  • Every column that contains data needs to have a column heading. 

Below is an example of clean data with correct headings 

Make sure you make note of the type of file, and location. 

Important: When linking to an Excel file the location/ path of where the file is saved cannot be changed. If the file is moved or renamed you will need to reconnect CardExchange to the new path. 

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