Issues with CSV Import Not Appearing
If you encounter issues where your imported charges do not appear as expected, please follow these steps:
Review Import: Has the import been received
Check Vendor Mapping: Go to the Mapping section and ensure your organisation name is mapped to a customer.
Review Excluded Charges: Navigate to the Charges table, click Excluded Charges, and search for your client or vendor name. Revert any exclusions as necessary.
Be aware that you do not receive a failure notification when bulk imports do not work properly. Ensure all required fields are filled correctly in your CSV template, particularly the date format (YYYY-MM-DD). It's common for Microsoft Excel to change the date format, so ensure that you convert the date columns to plain text.