Troubleshooting Data Import and Export

When importing or exporting files (e.g. for Accounting, HRM, Inventory):

  • Use the platform's template CSV files to ensure correct formatting.

  • Avoid special characters or unescaped commas in fields.

  • Make sure your user role includes "Import/Export" permissions.

  • Contact support if data mappings don’t match available fields — it may require admin adjustment via Custom Fields.