What to Do if There Are Errors When Importing Forms Onto a Register in Assurance

The error description will explain why an error has been encountered. Common errors are invalid email addresses (picture 1), mandatory fields not having data in the import spreadsheet, and attempts to import information which clashes with the field type. e.g. attempting to import free text to a multi or single select field will not work, as there are only some valid answers.

It may be that some errors are identified when you upload a file for import and the records are created and validated in the system.

You have three options at this point, you can either:

1. Export the errors to CSV and continue with the import of the OK records and then after correcting the errors do a second import of the corrected errors CSV File;
2. Export the errors to CSV, abort the file and start again with a fresh upload once corrected; OR
3. Edit the errors on screen using inline editing and upload corrected file.

How to edit errors on the screen:

1. Click on the white View Errors button

2. Your errors will then be displayed.

3. You can then click into the error line (using inline editing) and correct the entry, click on the tick icon when complete.

4. Once you have corrected your errors, you can click the back button and return to the list screen

5. Select on Import and the import should proceed with no errors.