Importing client data is an efficient way to update multiple profiles at once, but sometimes errors can occur. Don’t worry – here’s a step-by-step guide on how to fix import errors and ensure your data is imported correctly.
Steps to Fix Errors During Import
Step 1: After uploading your data, you will receive a notification if errors are found.
A toggle will appear, allowing you to view the error list.
Step 2: Click the Show Errors
toggle to see the list of errors.
Each error message will include details about the issue, such as missing fields, incorrect formats, or invalid data.
Step 3: For each error, click the Edit
button next to the affected field.
Make the necessary updates based on the error details:
- Example 1: If the error says "Email format error," correct the email address.
- Example 2: If there’s a phone number or zip code format issue, re-enter the data correctly.
Step 4: After fixing all the errors, click the Save
button to confirm the updates.
The error list will disappear once all errors are resolved.
Step 5: Confirm the Data
Once all errors are resolved, click the Confirm
button to finalize the import.
Step 6: Wait for the file to be imported successfully.
✅ Success Message: You’ll see a confirmation message once the upload is complete.
Step 7: Click the Back to List
button to view the successfully uploaded client profiles in your client list.
Optional: Re-upload the File
If further corrections are needed, click the Return to Re-upload
button to go back to the import page and upload a corrected file.
Tips for a Successful Import
- Prepare Your Data: Ensure all required fields are completed and formatted correctly in your file before importing.
- Use Templates: If available, download and use the provided import template to avoid errors.
- Start Small: Test your import with a small batch to catch errors early.
Need Assistance?
If you encounter issues during the import process or need further clarification, feel free to reach out to our support team support@fynloapps.com. We’re here to help!
Related Topics
📋How to Fix Errors After Importing Client Data
🔄 Importing Client Information into the System
📤 Exporting Client Data
🔒 Why Deactivate or Activate Clients?
📄 How to Create and Manage Client Profiles
By following these steps, you’ll resolve errors quickly and ensure a smooth import process. Happy uploading! 🚀