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Fix Errors After Importing Client Data

Hannah
Updated

Identify, correct, and re-upload client data after encountering errors during the import process.

Importing client data is designed to be seamless, but sometimes issues may arise due to formatting, missing fields, or duplicate entries. Fortunately, the system provides built-in tools to help you identify and resolve errors quickly. This guide walks you through the steps to fix errors after importing client data.

 

Steps to Fix Import Errors

Step 1: After uploading your data, the system will automatically check for issues. If errors are detected, an error details list will appear. Each error includes:

  • The row number in your spreadsheet.

  • A description of the issue.

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Step 2: Use the error details section to quickly find the rows in your uploaded file that need corrections.

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Fixing Common Errors

Invalid Payment Terms (e.g., Lines 2 and 3)

  • Verify that the payment terms match the system’s accepted values (e.g., Net 30, Net 60, Cash on Delivery).

  • Update invalid entries, such as:

    • Replace 45 with NET 45.

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  •  
    • Replace NET 60 with Net 60 (depending on supported formats).

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💡 Tip: Refer to your Payment Terms List to confirm acceptable values.

Duplicate Contact Names (e.g., Line 4)

  • Check for repeated contact names of the same type (e.g., Customer).

  • Ensure each contact name is unique.

  • If necessary, add a unique identifier or adjust the contact type.

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📌 Line numbers in the error list directly match rows in your spreadsheet.

Step 3: Click on the Download Failed Data button to retrieve a file containing all rows with errors. 

This makes it easier to correct issues in bulk.

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Step 4: Open and Edit the Downloaded File

After resolving all the errors, save the updated file. Ensure the file format remains compatible (e.g., .xlsx).

Step 5: Return to the Import Clients screen and click Return to Re-upload.

Select the corrected file and proceed with the upload process.

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✅ Success! Once the file is successfully re-uploaded, your data will be imported without errors. You can now proceed to manage and utilize the imported client information seamlessly!

Additional Tips for Successful Import

  • Verify Mandatory Fields: Make sure all required fields are completed.

  • Check Formatting: Follow the system’s expected formats for emails, phone numbers, and dates.

  • Avoid Duplicates: Ensure unique identifiers like contact names or emails are not repeated.

  • Use Templates: Start with the official import template for accuracy.

Need Assistance?

If you encounter persistent issues or require further support, feel free to contact us at support@fynloapps.com. We’re here to ensure a smooth import process!

 

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