Crunchafi

Troubleshooting Bulk Import Error Logs

The guide provides detailed instructions for troubleshooting bulk import error logs in lease management, emphasizing using the correct template version, splitting files into batches of 50 or fewer leases, completing all administrative setup steps beforehand, formatting data precisely per instructions, and using color-coded error logs to identify and correct validation errors before reuploading.

Troubleshooting Bulk Import Error Logs

Tips for Getting Started

  • If you have fewer than 30 leases, it is recommended to use the Add Lease workflow instead of the bulk import feature for a faster experience.
  • Split your file into 50 or fewer leases per import file.
  • Complete all steps of the Administration Setup (FASB/GASB) before attempting to bulk import. This includes setting up Reporting Entities, GL Accounts, and Customization.
  • Enter only one lease per row.
  • Follow all instructions on row 3 when entering data for each column. Some columns have special formatting requirements; do not include any special characters.
  • Format all cells as text, except for dates, which can be formatted as date (mm/dd/yyyy) or text. Follow the specific instructions in row 3 for more details.

Template Error

  • Use the most recent Bulk Lease Import Template, which can be downloaded from the Bulk Import screen. The version should match the Import Leases screen and is shown in the System Tab of the template.
  • The template should have multiple tabs (Leases and System). Do not change tab names, add columns, or insert blank rows between leases.
  • Using the wrong template version or making incompatible edits will result in a "Template Error" during import.

Tip: To resolve a Template Error, download a new version of the bulk import template and copy/paste the lease data rows from the old file to the new file.

Validation Error

  • The Bulk Import spreadsheet will only import when all lease rows are successfully validated. If any lease has errors, no leases will import, and you will receive a validation error.
  • To identify errors, download the error log by clicking the download icon.
  • The error log is color-coded: each lease row that could not be validated is colored yellow, and the cell(s) causing the validation error are colored red.
  • Changes to cells with errors can be made directly in the error log, which can then be reuploaded to attempt the bulk import again.

Validation Error Types

Below are some common validation errors and tips for fixing them:

Reporting Entity

  • If the Reporting Entity name in the bulk import template does not match a corresponding Reporting Entity set up in Administration, a validation error will occur and the "Reporting Entity" column cell will be colored red.
  • Double-check that Reporting Entity names are spelled correctly in both the Administration tab and the bulk import template.
  • If a Reporting Entity cannot be validated, errors may also appear in the Start Date, GL Account Number, Asset Type, Location, or Lessor Name columns.

Asset Type, Location, or Lessor Name

  • If there is an error in the Asset Type, Location, or Lessor Name columns, verify that the entries are spelled correctly in both the Administration tab and the bulk import template.
  • Ensure that the Asset Type, Location, or Lessor was entered under the correct reporting entity, and check for any leading or trailing white space.

# of Payments

  • An error in the "# of Payments" column usually means the lease payments extend beyond the lease end date.
  • Ensure that the combination of "Payment Start" and "# of Payments" does not result in a payment date after the "End Date".
  • For example, if the Payment Start date is 3/15/2023 and there are 72 payments, the final payment would be on 2/15/2029. If the lease End Date is 2/1/2029, this would cause an error.

Bulk Import Limitations

  • Limit of 5 payment streams per lease. Do not enter more payment streams on another row; each row is for an individual lease.
  • Limit of 2 cost center allocations per lease.
  • Limit of 3 existing balances from previous lease accounting guidance.
  • Limit of 5 custom fields.

If your leases require more entries than can be imported, update them within the software after a successful bulk import.

For additional assistance with troubleshooting bulk import errors, contact support@crunchafi.com and include the original bulk import file.