Importing client data is designed to be seamless, but errors can sometimes occur. Don’t worry! Resolving these issues is straightforward with the error-handling features. Here’s how you can fix errors after importing client data:
Steps to Fix Import Errors
Step 1: After the upload, if errors are detected, an error details list will appear. Each error will include:
- The row number in the spreadsheet.
- A description of the issue.
Step 2: Use the error details section to locate the affected rows in your uploaded file.
Fix Each Error
For Invalid Payment Terms (Lines 2 and 3):
- Verify that the payment terms are entered correctly.
- Check the accepted values in the system (e.g., Net 30, Net 60, Cash on Delivery).
- Update invalid terms:
-
- Replace 45 with NET 45.
-
- Replace NET 60 with Net 60 (if supported or acceptable values).
🟩 Tip: Refer to your Payment Terms List to confirm acceptable values.
For Duplicate Contact Names (Line 4):
- Check for repeated contact names of the same type (e.g., Customer).
- Ensure each contact name is unique or modify it as needed.
- Example: Add a unique identifier or adjust the contact type.
🔶Note: The line numbers in the error details correspond to the rows in your spreadsheet.
Step 3: Click on the Download Failed Data
button.
This file will include all the rows with errors for easy identification and correction.
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.
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: Ensure all required fields are filled correctly.
- Check Formatting: Match the system’s expected format for dates, numbers, and text.
- Avoid Duplicates: Ensure unique identifiers (e.g., contact names or email addresses) are not repeated unless allowed.
- Consult Documentation: Refer to the import template guide or system documentation for valid field values.
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!
Related Topics
📂How to Fix Errors During Importing Client Data
🔄 Importing Client Information into the System
📤 Exporting Client Data
📝 How to Create and Manage Client Profiles
✅ How to Activate a Client