Problem Uploading CSV

TengkuTengku Member Posts: 5

Hi Waveapp team,

I seem to face problems uploding CSV files. At times it works, other times it doesn’t.

After uploading the file and selecting the “date” “description & “email” column, I’ll get redirected to the transactions page (where all transactions are shown) but the new data from the CSV I uploaded isn’t there.

Is this a common issue? How do I address this?

edited June 28, 2018 in Technical Support

Comments

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Tengku.

    Could you share a screenshot of a few lines from a CSV file that didn't make it through? It'll give us a better idea of what might be happening.

    If you're using Excel to fill in that CSV template, you might want to try Google Sheets instead. Excel is notorious for adding invisible special characters to spreadsheets, which will prevent Wave from accepting your statement. I would recommend trying Google Sheets if you aren't using it already.

  • TengkuTengku Member Posts: 5

    Hi @Alexia,

    I've tried uploading and downloading from Google Sheet and it didnt work.

    Here's a screenshot of the CSV:

    edited June 29, 2018
  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Tengku.

    Thank you for following up. I went ahead and deleted the screenshot to protect the identity of the people who's names figured on your document. Since the Wave Community is a public site, it can be viewed by anyone. As such, keeping personal information to a minimum is always safest.

    Can you try changing the date format to YYYY-MM-DD? Occasionally, the CSV upload tool will misread the date format and fail because it thinks one of the transactions is in the future. Can you try that out and let me know if it helps?

  • TengkuTengku Member Posts: 5

    Hi @Alexia,

    I just tried changing it to yyyy-mm-dd and it still doesn't work.

    Is there any other thing that I can try?

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Tengku.

    Can you try clearing your browser's cache? It sometimes helps with issues like this one. If the files you upload are always more or less in the same format, and they only occasionally make it through, there might be a temporary file in your cache interacting with the CSV upload feature.

    Are you using Google Chrome? It tends to be more stable than other browsers when using Wave.

    If you have any browser extensions active, you could try turning them off. If you use a VPN, you might also want to try deactivating it.

  • TengkuTengku Member Posts: 5

    Hi @Alexia

    I have cleared the browser's cache a couple times, I am using Google Chrome, I have deactivated all extensions and have switched off VPN, but it still isnt working for me.

    However, after doing all of the above, I managed to get up to the following page where it states "Your transactions are being imported from your bank statement. Please check back in a few minutes.". However, after a few hours, I return back to the transactions page, it is still not there. :(

    What am I doing wrong?:(

  • Ed_IslandMedaEd_IslandMeda Member Posts: 3

    I'm having the same exact problem. Trying to upload csv, I can see the example of how they will import, but when I click proceed none of the contacts are imported. It says "Failed to import 22 invalid contacts".

    edited July 1, 2018
  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Tengku.

    How many transactions do you have in that CSV? If you have more than a hundred entries, could you try breaking your document down in smaller CSVs of 100 or fewer rows? Larger documents occasionally fail to upload. That might be the issue here.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Ed_IslandMeda.

    It's difficult to say what could have gone wrong without being able to see the entries themselves. The most common issues with uploading customer lists are linked to the country and currency codes, which have to match ISO standards. You can find the ISO country codes here, and the currency codes here. Let me know if that helps.

  • Ed_IslandMedaEd_IslandMeda Member Posts: 3

    All of my clients are the same, this is what I have for currency code and country code...

    Country Code: ISO 3166-2:US
    Currency Code: USD

    Is there something else I should be using?

    If you're willing to look I'll gladly send you my CSV file.

    edited July 10, 2018
  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Ed_IslandMeda.

    The country code should just be "US". Adding the "ISO 3166-2" in front of it would stop your CSV from uploading. Try changing that and let me know if that helps.

  • Ed_IslandMedaEd_IslandMeda Member Posts: 3

    Ok, this got all but 2 of my contacts to import. So for my new question, is there any way to have 2 email addresses for a contact or a "cc"?

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Ed_IslandMeda.

    You can add CCs manually when you send out invoices, but you can't have multiple contacts for a single client.

    There have been a lot of discussion about this feature recently. If this is something you'd like to see, I encourage you to join that discussion and give us more information on how this feature would impact your business. The more details you can give us, the better.

  • Will_WWill_W Member Posts: 5

    Hi Wave Support, I've had quite long delays between uploading about 280 CSV bank transactions and their being shown. So although it looked successful first time, I tried it once more, and again nothing was showing.
    However a few days later both sets of entries were added. This resulted in duplicated sets of figures!
    I deleted them and tried to start over, but when I had what looked like a successful upload (it had asked me to verify the dates and amount columns etc) 24 hours later they are still not there.
    Please can you advise if there is a queue of o/s transactions 'in process' that I can have sight of? I don't want to have another go (in batches of <100 and with the rec. YYYY-MM-DD format) in case of more duplication.
    Many thanks
    Will

  • AlexLAlexL Administrator Posts: 1,794 admin

    Hi @Will_W . Our importer can be a tad finnicky sometimes. May I suggest trying to import your transactions through Wave Connect moving forward? It tends to have an easier time getting your transactions into Wave with no lag surrounding the actual importing process. Check out our Help Center article on it. https://support.waveapps.com/hc/en-us/articles/360020768272-Wave-Connect-Easily-import-and-export-data-with-Wave-s-Google-Sheets-add-on-

  • Will_WWill_W Member Posts: 5

    Hi Alex
    Many thanks, in the end I did get it working using smaller batches of <100 and with the recommended YYYY-MM-DD format.
    I added a comment about how to format the CSV in excel
    https://community.waveapps.com/discussion/comment/14418#Comment_14418

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