How do I add or remove fields used as Reference / Description?

Short Answer: Use the ‘5. Reference / Description’ field to add columns as chips and click the ‘x’ on any chip to remove it.

PreRequisites

1. ‘Select sheet’ and ‘Header row’ are correctly set

2. Column headers are visible in the mapping screen

Steps

1. Open the Reference / Description field.
   Click inside ‘5. Reference / Description’ to activate the selector.

2. Remove a field.
   Click the ‘x’ on any existing chip (e.g., Currency) to remove it.

3. Add reference fields.
   Select the columns you want to include.
   They will appear as chips inside the field.

4. Confirm your selection.
   Ensure the chips reflect all the fields you want included.

Troubleshooting

1. Expected column is not available
   Likely Cause: Incorrect sheet or header row selection
   Action: Verify ‘Select sheet’ and ‘Header row’, then reload if needed

2. Changes do not reflect in results
   Likely Cause: Mapping not saved
   Action: Click ‘Save & apply’ after updating the fields

Note: Reference fields are derived from your header row—removing a chip excludes that column from the final reference/description output.