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Troubleshooting

Import Errors

Import Errors

Resolve issues when importing users via CSV or Excel files.

Common Import Errors

"Invalid file format"

Cause: The uploaded file isn't in the expected format.

Solutions:

  1. Ensure you're uploading a .csv or .xlsx file
  2. Don't upload .xls (old Excel format)
  3. Don't upload PDFs, text files, or other formats
  4. Download and use our template

"Missing required columns"

Cause: The file is missing required fields.

Solutions:

  1. Ensure your file has these columns:
    • email (required)
    • name (required)
    • role (required)
  2. Column headers must match exactly
  3. Don't rename column headers
  4. Use our template as reference

"Invalid email format"

Cause: One or more email addresses are invalid.

Solutions:

  1. Check for typos in email addresses
  2. Ensure proper format: name@domain.com
  3. Remove extra spaces before/after emails
  4. Check for special characters

Common email issues:

  • Missing @ symbol
  • Missing domain (e.g., .com)
  • Spaces in email addresses
  • Special characters

"Duplicate email"

Cause: An email already exists in the system.

Solutions:

  1. The user may already be in your organization
  2. Check Users list for existing account
  3. Remove duplicate from import file
  4. If they're in another organization, they need a different email

"Invalid role"

Cause: The role value isn't recognized.

Solutions: Valid role values are:

  • admin-executive
  • admin-manager
  • member
  • learner

Common mistakes:

  • Using "Admin" instead of "admin-executive"
  • Misspelling role names
  • Using role display names instead of values

"Seat limit reached"

Cause: Importing would exceed your plan's seat limit.

Solutions:

  1. Check available seats in Settings > Billing
  2. Import fewer users
  3. Delete inactive users to free seats
  4. Upgrade your plan for more seats

"File too large"

Cause: The import file exceeds size limits.

Solutions:

  1. Maximum file size is 5MB
  2. Split into multiple smaller files
  3. Remove unnecessary columns
  4. Compress the file

"Empty file"

Cause: The uploaded file has no data rows.

Solutions:

  1. Ensure data exists below the header row
  2. Check that you're uploading the correct file
  3. Verify the file isn't corrupted
  4. Re-save from your spreadsheet

CSV-Specific Issues

"Encoding error"

Cause: File uses unsupported character encoding.

Solutions:

  1. Save as "UTF-8 CSV" in Excel
  2. In Google Sheets: Download as CSV (auto UTF-8)
  3. Avoid special characters in names if issues persist

"Delimiter issues"

Cause: Wrong separator used in CSV.

Solutions:

  1. We expect comma-separated values
  2. Check your regional settings (some use semicolons)
  3. Open in text editor to verify commas separate columns
  4. Re-export with comma delimiter

Excel-Specific Issues

"Wrong sheet"

Cause: Data is on wrong sheet or multiple sheets.

Solutions:

  1. Put data on the first sheet
  2. Only use one sheet for import
  3. Remove other sheets before uploading

"Formula errors"

Cause: Cells contain formulas with errors.

Solutions:

  1. Resolve all #REF!, #N/A, etc. errors
  2. Convert formulas to values:
    • Select all → Copy → Paste Special → Values
  3. Ensure no hidden formulas

Preparing a Successful Import

Step 1: Use the Template

  1. Click Invite Members > Import
  2. Click Download Template
  3. Open in Excel or Google Sheets
  4. Fill in your data

Step 2: Clean Your Data

Before importing, check for:

IssueHow to Fix
Extra spacesTrim cells
Empty rowsDelete them
Missing dataFill required fields
Invalid emailsCorrect or remove
Duplicate rowsRemove duplicates

Step 3: Validate Format

  • File type: CSV or XLSX
  • Encoding: UTF-8
  • Headers: Match template exactly
  • Data: Starting from row 2

Step 4: Test Small

  1. First import 5-10 users
  2. Verify they appear correctly
  3. Check roles assigned correctly
  4. Then import the full list

Partial Import Failures

Failed Invitation Error

Sometimes imports partially succeed:

  • Some rows import successfully
  • Others fail with errors
  • You'll see a summary of results

To fix:

  1. Note which rows failed
  2. Fix issues in those rows
  3. Create new file with just failed rows
  4. Re-import the corrected file

Import File Template

Required columns:

email,name,role
john@company.com,John Smith,member
jane@company.com,Jane Doe,admin-manager

Optional columns:

email,name,role,department,team
john@company.com,John Smith,member,Sales,West Region
jane@company.com,Jane Doe,admin-manager,HR,

Best Practices

  1. Always use the template - Ensures correct format
  2. Start small - Test with few users first
  3. Clean data first - Prevent errors upfront
  4. Backup your file - Keep original before editing
  5. Check seat availability - Ensure room before importing

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