The data import failed

Symptom

When you upload a CSV or XLSX file in an import wizard, a window opens with a message and nothing is imported.

Message

Copied from the Portuguese demo database, triggered through the integration, with the Administrator profile (the wizard requires the Fiscal Migration / Import permission):

• With a profile without that permission, when creating the wizard (for example Journal entry import (CSV/XLSX)):

  “You do not have permission to create “Journal entry import (CSV/XLSX)”. Who does it: Fiscal Migration / Import, Administrator. Who gives the profile: your administrator (Settings › Users & Companies › Users). […]”

• Journal entry import, with a file whose columns do not match those expected:

  “Map the columns: Entry key, Date, Account, Debit, Credit are still without a column.”

  The list of columns depends on what is already mapped: each field still without a column appears in the message, so it may be shorter.

• Import of migrated statements, with a file without the right header row:

  “The header row of the file lacks the column(s): Statement, Bank journal, Statement date, Opening balance, Closing balance, Entry (number), Amount. Add them to the header row, as the help text of the assistant says.”

• Asset import, with no file chosen:

  “Choose the file to import (CSV or XLSX) before validating.”

Verified causes

• Missing permission. The journal entry and migrated statement import wizards belong to those with Fiscal Migration / Import: an Accountant cannot open them. The asset import does not require that permission: the Accountant can create the wizard.
• Headers or columns that do not match. The wizard recognises the columns by the name in the first row. Without the mandatory columns, it refuses and lists the missing ones.
• Missing or empty file. The wizard needs a file with a header row and at least one data row.

What to check

1. In the journal entry and migrated statement wizards, that your user has Fiscal Migration / Import.
2. The first row of the file: names written as the message lists them.
3. That the file has data below the header row.

How to fix it

1. Correct the file (column names in the first row) and upload it again in the same wizard. In Import entries, map each column to a field: each field takes only one column.
2. If the permission is missing, ask the fiscal administrator to grant it.
3. Before importing, validate: the wizard shows the number of errors and the rejected lines.

Who does it: whoever imports; the fiscal administrator grants the permission.

Expected result

Validation passes with 0 errors and you can import. Once imported, the record stays as history (An import already done cannot be changed or deleted).

When to contact support

• The file has the right headers and the message still says columns are missing.

Information to send

Follow How to ask support for help and what information to send, with the wizard, the message and the first two rows of the file, without real data.