Errors on Import
There may be errors during the import. There are two key error fields to be aware of:
- Validation Result
- Files with errors: If you see a number here, these documents may still import successfully, but may be missing some key data (i.e. a client or cabinet)
- Click on (show) to view the details.
- Note: If there are 'Files with errors' on the validation result, but there are no errors on the import result (refer below), then you can move forward knowing all documents have come in to FYI.
- Import Result
- Errors on import: If you see a number here, this means that some documents have not successfully imported.
You can locate and identify any errors on import, by expanding the import tile from import screen here.
Can FYI match a folder with a 'secure client'?
Yes. If a client has client-level security enabled, FYI can still match imported files to these clients. Note: The same rules apply as a standard client, in that the folder/database would need to find a match on the client name/code.
Does FYI match clients if spelling or format is slightly different between the source data and XPM?
In some cases, yes. FYI has a number of routines it runs to check for a matched client.
For example, we are able to find and replace "&" or "and" to match. This means that a folder called "Bob & Jane Family Trust" will successfully match with an XPM client named "Bob and Jane Family Trust".