If you receive an error upon import, validate the below prior to submitting a support ticket:
Does the error message indicate a row / column that is troublesome? If so, validate primarily against that row as you research below. If not, complete an overall analysis of your import with the below checklist.
- Did you alter the order of tabs in your Excel file, start with an export from a different project, or edit the column headers in any way? This may cause failure to import.
- Is your data in the correct ‘text’ format within the Excel file?
- Are all fields adhering to their proper format – for instance, lookup values match an existing lookup value available in the UI, integer fields contain integers only, etc.?
- Did you list a relevant number (row number) for all entity lookups (Ex. CSI Codes, Locations, Contacts, Companies)? Did you list the ‘RowNumber’ in the [FieldName]_ReferenceColumn to indicate that the tool should look to that row number in the corresponding reference tab included in import?