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Issues with CSV Import Not Appearing

Steps to resolve CSV import issues in Rechargly.

Written by Alex Millar

Issues with CSV Import Not Appearing

If you encounter issues where your imported charges do not appear as expected, please follow these steps:

  1. Review Import: Has the import been received

  2. Check Vendor Mapping: Go to the Mapping section and ensure your organisation name is mapped to a customer.

  3. 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.

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