How to export a report of failed client, location or project imports

This feature is only available for PRO Connect Subscribers

A PRO Admin can export a report (Excel spreadsheet) of any Client, Location, or Project records that failed an import. 

When an imported item fails, an alert box will appear above your imported list, indicating there has been an issue with your import. To download the file with the "failed" items, click on the link labeled "Download spreadsheet of problem items" from the alert box.

The downloaded report lists the items that have failed and allows the user to make the necessary corrections right in the spreadsheet, then re-import the corrected records. The exported report adds two columns, one is the "failed" indicator, and the other is the reason for the failure (error). Once the necessary changes have been made, the user will need to delete the first two columns "failed" and "error" before re-importing.