Are you running into roadblocks with your list import? Here are some troubleshooting tips to help you with a successful upload.
Whether you're importing
- Material list
- Latest release should point out fields with errors that aren't imported
- Unit of measurement matches guidelines (LF, SF etc.)
- Project list
- Customer and Users should already exist in their respective lists
- Employee (and User) list
- differentiate users on employee list import
- Vendor list
- no $ sign in price column
- Must have .00 in the price format
- only 2 digits after decimal in price
- Customer list
Date format - does it matter?
Common troubleshooting tips
- Spaces where they shouldn't be
- Date and Numbers in the wrong format
- Double check column headers name/spacing
- TIP: copy/paste the heading from the template